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RepoInsight

@repoinsight

Passionate about global macro. Sharing data, charts & analysis. Views are my own. No investment advice.

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linkhttps://repoinsight.substack.com/ calendar_today05-01-2024 21:25:05

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Some snippets from last weekend's article. In Europe, short-term interest rate pricing has become particularly interesting. The bond market is now pricing in just one more cut between now and March 2026 - after that, the ECB is expected to hike rates again. The chart below

Some snippets from last weekend's article.

In Europe, short-term interest rate pricing has become particularly interesting. The bond market is now pricing in just one more cut between now and March 2026 - after that, the ECB is expected to hike rates again.

The chart below