We have seen very large market moves triggered by the US labour market report over the last few days that have also led to quite a few market participants changing their view on Fed rate cuts. We take a deeper dive into the data, highlight important questions that need answering and reiterate our rates call for the Fed and all other major central banks. We do not feel the need to make changes at this stage!

Participants:

Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
Blake Gwinn (Desk Strategy), Head of US Rates Strategy
Simon Deeley (Desk Strategy), Canada Rates Strategist
Cathal Kennedy (Desk Strategy), Senior UK Economist
Su-Lin Ong (Research), Chief Australia Economist

Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

Volatility Galore! 27:01 Share

Macro Minutes

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Volatility Galore!