FX Factor Episode 14

Framing the ECB and BoE going forward

Bipan and guest Jeremy Stretch review the recent European Central Bank and Bank of England meetings and go over what the next steps are for each central bank. 1:00 – 4:50: ECB meeting review 4:50 – 9:05: Inflation in the Eurozone / Why central banks are reacting to supply-side driven inflation 9:05 – 14:00: ECB next steps and sequencing 14:00 – 21:00: Market pricing for ECB hikes / Switching from the deposit rate to the refi rate 21:00 – 25:00: Hashing out the BoE rate hike and the terminal rate in the UK 25:00 – 29:40: On the BoE selling gilts 29:40 – 33:50: Period between rate hikes and QT for the BoE 33:50 – 37:05: Rapid fire questions

38:58 min