bearish

Global Rates : A Round up of Hot Topics for European Rate Markets

607 Views03 Jun 2024 12:49
Podcast
SUMMARY
  • Expectation of a 25 basis point cut from the ECB with a focus on delivering on that commitment
  • Market pricing in an incomplete cutting cycle, with potential for further easing depending on inflation dynamics
  • Long duration valuations attractive in both short and intermediate sectors of the curve, with limited risk of a significant sell-off.

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At Any Rate
Podcast by J.P. Morgan analysts on global markets
At Any Rate
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