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The Fed's rate cut dilemma: 2023 or 2024?

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Contenido proporcionado por Ebury FX Talk. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ebury FX Talk o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Amidst important data releases, the US NFP beat expectations, but the US CPI reported a decline in inflationary pressures. G10 currencies have seen the USD as the worst-performing currency for the past two months (except for JPY), largely due to an increasingly confident market that the Fed is finished hiking rates after May meeting. In contrast, the ECB and BoE have more room to go. The ECB is still data-dependent, whereas the BoE voted to raise rates by 25bps at its May meeting. Despite this, the pound and euro have been the two best-performing currencies in the G10 so far in 2023.
We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

  continue reading

99 episodios

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Manage episode 363135014 series 3413702
Contenido proporcionado por Ebury FX Talk. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ebury FX Talk o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Amidst important data releases, the US NFP beat expectations, but the US CPI reported a decline in inflationary pressures. G10 currencies have seen the USD as the worst-performing currency for the past two months (except for JPY), largely due to an increasingly confident market that the Fed is finished hiking rates after May meeting. In contrast, the ECB and BoE have more room to go. The ECB is still data-dependent, whereas the BoE voted to raise rates by 25bps at its May meeting. Despite this, the pound and euro have been the two best-performing currencies in the G10 so far in 2023.
We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

  continue reading

99 episodios

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