Where is the interest rate outlook mispriced by markets?
Notes de l’épisode
Following a busy week for central banks, Hugh was joined by Iain Stealey, International CIO for Global Fixed Income, Currency and Commodities, to dissect the recent rate decisions and look at where global government bond markets are offering the best value. The pair also discussed last week’s US earnings reports, as well as why markets may be especially sensitive to this week’s US labour market data.