Podcast – Cautious rate cuts to characterise 2025
Other issues aside, interest rate cuts by a number of central banks should have made for a happy ending to 2024 for many investors. However, new doubts about how far and how fast rates [...]
December 2024
October 2024
Podcast: Monetary easing – A faster return to neutral?
Just as inflation rose more quickly than forecast, so it is also beating expectations on the way down. Will central banks respond by accelerating the return of policy back to a neutral stance? Subscribe [...]
August 2024
Podcast – Hard, soft or no landing at all?
The recent dramatic swings in financial markets underline just how uncertain investors are about the outlook for inflation, growth and central bank policy. The Econoday team discuss where we might go from here. Subscribe [...]
July 2024
Podcast – Prices still dominate politics
Recent political events have added an extra layer of uncertainty to global financial markets but, for now at least, it’s still mainly inflation that’s shaping investor sentiment. So, are prices finally beginning to behave [...]
June 2024
Podcast – ECB cut pre-empts any Fed move
Perhaps well ahead of the Federal reserve, the European Central Bank today reduced key interest rates for the first time since September 2019. We take a look at what they did, what it means [...]
May 2024
Podcast – Global economic round-up
Financial markets remain volatile and seemingly at the mercy of the latest inflation data. At the same time, diverging performances among the major economies continue to provide scope for a broader decoupling of central [...]
April 2024
Podcast – Federal Reserve rate cuts: Is it now if rather than when?
In recent weeks, speculation about U.S. interest rate cuts this year has shifted from multiple reductions to higher-for-longer and, in some quarters, even to no ease at all. So, what is the most likely [...]
March 2024
Podcast – Bank of Japan finally tightens
It’s taken them 17 years to do it but the BoJ has finally raised key interest rates. Max Sarto, Econoday’s Japan expert, discusses what they did and what it means for the economy and [...]
Podcast – The credibility brake on interest rate cuts
Many central banks still seem to attach more risks to easing too early than too late. And while that will reflect the perceived economic fallout from either action, the prospective impact on policy credibility [...]
February 2024
Podcast – Central banks stand firm – for now
So far in 2024, the major central banks have resisted pressure in financial markets for early interest rate cuts. Pushback in some quarters has become more vocal so just how long will it be [...]