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European Investment Strategy
Global Fixed Income Strategy, Foreign Exchange Strategy, US Bond Strategy
Strategy Report

Central Bank Monitor Update: Easing Forward

by Ryan Swift, Chief Strategist   Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation   Chester Ntonifor, Chief Strategist  

This week, we update our Central Bank Monitors (CBMs), that help us calibrate how monetary policy should be adjusted in developed-market economies. Our conclusion is that while overall, easier monetary settings are required, there a few trade ideas that arise from the divergences in signals amongst G10 countries.

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