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Inflation remains high
Ongoing turmoil in markets
Fed funds rate to peak sooner
50/50 chance of BoE hike
Fight to bring inflation down
The market is pricing in a policy rate of 4.75% by the year-end. Aegon AM’s James Lynch discusses why there has been such a huge turnaround in expectations.
Powell and Lagarde speak
Swati Dhingra
Suggests higher terminal rate
‘Open relationship’ with future policy