Macro News – English
Rate hike expectations may be overpriced
- Markets price major hikes from the BoE and, to a lesser extent, the ECB. If inflation proves temporary, these expectations could unwind fast. The ECB is unlikely to move in April due to limited data, making June the key meeting as Iran-related inflation risks remain uncertain.
Macro News – Urdu
Rate hike expectations shayad zyada priced in hain
- Markets BoE se strong rate hikes price kar rahe hain, jabke ECB se kam expectations hain. Agar inflation temporary nikli, to yeh expectations jaldi reverse ho sakti hain. Limited data ki wajah se ECB April mein move nahi karega; June meeting important hogi, jabke Iran-related risks abhi unclear hain.
