Trade policy uncertainty is shaping global monetary policy, with major central banks responding differently. This report, prepared by global macro strategists at Robeco, analyzes key developments:
- -Federal Reserve: Holding rates steady amid inflation concerns, with potential cuts by mid-year.
- European Central Bank: Continuing 25 bps rate cuts, targeting a 2% deposit rate.
- -People’s Bank of China: Delayed easing but remains on track for further stimulus.
Read the full report for deeper insights into monetary policy shifts and market implications.
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
