Bondcast - The Rates Podcast

← Bondcast - The Rates Podcast6 sept · 3 min

The Week Ahead: 07 – 11 September '26

The Week Ahead: 07 – 11 September '266 sept3 min

Imogen Bachra shares her quick take on the big themes and events likely to move markets over the coming week: US market focus is squarely on the inflation data. Fed Chair Warsh clearly overweighted the inflation data relative to current employment trends in his reaction function, and Governor Waller’s comments in the last week reiterated that point. The strength in the employment report on Friday has raised the bar for the Fed not to hike, but it still feels like a close call that will ...