In our latest episode, Brian Daingerfield is joined by Chief US Economist Kevin Cummins to discuss this week’s US inflation readings and their implications on the Fed and the dollar. They go in depth on the Fed’s “dot plot” release and think the market is priced for a hawkish adjustment - but it’s a close call if the medians move up or stay put. They also touch on the Bank of Japan decision next week and its impact on the yen. Encouraging wage inflation data may mark the end of negative policy rates in Japan.
Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available.
NB: This was recorded on 14 March 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Please note that captions are automatically generated.
In our latest episode, Brian Daingerfield is joined by Chief US Economist Kevin Cummins to discuss this week’s US inflation readings and their implications on the Fed and the dollar. They go in depth on the Fed’s “dot plot” release and think the market is priced for a hawkish adjustment - but it’s a close call if the medians move up or stay put. They also touch on the Bank of Japan decision next week and its impact on the yen. Encouraging wage inflation data may mark the end of negative policy rates in Japan.
Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available.
NB: This was recorded on 14 March 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Please note that captions are automatically generated.