Morgan Stanley IM: Potential Surprises? The Fed, ECB and BOJ Policy Meetings this Week
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.25.07.2023 | 08:24 Uhr
- The Fed, ECB and BOJ all have policy meetings this week.
- The Fed is expected to hike 25 basis points, focused on inflation.
- The ECB is also expected to hike 25 basis points, hoping to avoid wage/price spiral inflation.
- No policy action is expected for the BOJ, but their meeting could nonetheless impact global bond prices.
- The audio cast is a preview of what I’ll be listening for and if there is the potential for market surprises.
See below for important disclosures.