The start of 2024 has continued the theme of a disconnect between rhetoric from
central bankers around monetary policy and their associated caution in declaring
victory over inflationary pressures, and market expectations of significant interest rate
cuts across this year. While markets continue to price rate cuts across most major
economics there is beginning to be some divergence around how soon and how much
each central bank is expected to loosen policy, with associated FX market impacts. This
friction has already been highlighted as a key driver of potential volatility as the year
progresses.

This call will follow crucial central bank meetings and rate announcements from the
Bank of England, Federal Reserve and ECB, with the BoE also releasing an updated
Monetary Policy Report which will be reviewed by market participants in detail for clues
around future policy moves and the outlook for growth and inflation. On the call,
panellists will digest the output from these central bank meetings, the content of the UK
MPR, and provide insights into the most recent economic and political events that are
affecting global markets.

With much to discuss from an economic, fiscal and political stand point this call should
be relevant to all corporates.

https://emn.org.uk/wp-content/uploads/2024/02/Markets-Matter-Call_060224.pdf