Videos & Podcasts

Macro Matters

Central banks rethink degree of policy restrictiveness

As at 31 May 2024

In this video Gavyn Davies, Executive Chairman and Co-founder and Andy Bevan, Partner and Economic Advisor discuss:

  • Fulcrum’s nowcast continues to show solid US growth
  • Europe and Japan are also in expansionary territory
  • Still some signs of stickiness in US and European core inflation rates
  • Growth and inflation dynamics leading central banks to debate r-star and the degree of policy restrictiveness
  • Bond market technicals remain poor and present a challenge to risk assets
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