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2024 could be the
first year since 2020
that global central bank rate cuts
outpace hikes! |
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00:01 - 19/12/23 |
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Excluding Shelter, US consumer prices rose 1.4% over the
last year, the 6th consecutive month below 2% |
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Yields on corporate bonds have plummeted over the past 2
months... -Junk Bonds: 9.45% --> 7.50% (-195 bps)
-Investment Grade Bonds: 6.44% --> 5.18% (-126 bps) |
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The market is now pricing in a Fed Funds Rate of 3.8% by the
end of 2024, expecting significantly more easing than the
Fed's projection of a move down to 4.6% |
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Bank of England maintains guidance that rates would need to
be "sufficiently restrictive for sufficiently long" to rein
in inflation |
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