We recently hosted an online Drop-In session to unpack the September meetings of major advanced economy central banks. (Recording available here.) The key takeaway was that in the US, markets seem to be overestimating how quickly and how far interest rates will fall. By contrast, in the UK and euro-zone, we see greater scope for policy loosening than investors currently assume.
We will be hosting another Drop-In about the long run outlook for advanced economy interest rates and outlining our views about r* on Tuesday 30th September at 1000 ET/1500 BST. Click here to register.
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