EMU & US Interest Rates

Recent publication

Central banks seeking to talk their way out of the stagflation dilemma

Ron Markus
Monday, 18 October 2021
Ron Markus

We expect central banks to keep on hinting at monetary tightening, but downward pressure on growth will mean that the Fed won’t start raising interest rates in earnest before 2023. However, we do expect monetary tightening in the US this year in the form of tapering.

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