We delve in the key macro themes driving monetary policy decisions and discuss when/if policy easing cycles will re-start, how fast they could proceed, and how low terminal rates might go. As the outlook for global central bank policies continues to evolve, particularly the Fed, it could have far-reaching implications for global asset markets.

Participants:

• Jason Daw (Desk Strategy): Head of North American Rates Strategy
• Blake Gwinn (Desk Strategy): Head of US Rates Strategy

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts