Featured in this podcast: Fabio Bassi, Aditya Chordia, Francis Diamond and Khagendra Gupta. ECB took a decisive shift in its reaction function this week opening the door to a 2022 policy rate lift-off. OIS market is now pricing depo rates to be around 0% by the end of this year.  The BoE has now hiked consecutively in December and February and we expect them to hike again in March with more to come in 2022.  In this podcast, we discuss our views on the Euro area and UK interest rate markets.

This podcast was recorded on February 4, 2022.

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