Speakers:
What will a Fed under political fire signal at its first policy meeting of 2026? And what will February’s decisions reveal about our convictions that the ECB will pivot to rate cuts in 2026, and that the Bank of England will ease more aggressively than markets currently anticipate?
Join our senior economists on Thursday 5th February at 10:00 ET/15:00 GMT, for this briefing on the latest decisions from these major central banks. During this 20-minute session, the team will unpack the latest communications from rate-setters and explain how shifting economic conditions in the US, the euro-zone and the UK are feeding our 2026 forecasts. This is an opportunity to engage directly with our experts as they address key issues, including:
- How Fed policy is being calibrated during the volatile final months of Jerome Powell’s chairmanship – and how his successor could influence rates.
- Why we think the European Central Bank’s next move will be a rate cut.
- Why we think UK inflation will take a meaningful leg down, clearing more of a path for the Bank of England.
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