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Mizuho Market Comment
Latest Mizuho Market Comment in brief:
24 June 2024 | G10 Easing cycle: Different strokes
- The G10 easing cycle is underway. The SNB, the Riksbank, the ECB and the BoC have already cut.
- The BoE seems likely to be next in August. Despite solid data, the Fed looks keen to ease.
- The RBA, RBNZ and Norges Bank will likely get deep into H2-24, possibly H1-25, before easing.
- Easing elsewhere will only curtain rather than derail the BoJ hiking cycle.
Read the full report - 24 June 2024
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