Strong US labour data, but the Fed remains patient

In this episode of Bondcast, Imogen Bachra, Joanne Spadigam, and Deepika Dayal discuss the latest trends in rates markets, focusing on inflation data, labour market dynamics, and central bank policies in the US and UK. They analyse the implications of recent inflation reports, the Fed's potential reactions, and the Bank of England's stance after last week's interest rate decision. They also cover the recent UK gilt syndication, as well as the economic outlook for the euro area and the European Central Bank’s neutral rate estimates.

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NB. This episode was recorded on 13 February 2025

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