Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious stance and their focus on waiting for more inflation data. Explore the forecast for interest rate cuts in the eurozone and the potential impact on credit conditions and demand.

We also discuss the vulnerability of currencies in emerging Europe to global pivots in monetary policy and the need for caution in domestic monetary policy conduct. Plus, we examine the Bank of Japan's efforts to achieve sustainable inflation and the indicators that could signal changes in their monetary policy decisions. 

Featured experts: 

• Ken Wattret, vice president, global economics  https://www.spglobal.com/en/research-insights/experts/wattret-ken

• Lawrence Nelson, senior economist, US macroeconomics  https://www.spglobal.com/en/research-insights/experts/nelson-lawrence

• Diego Iscaro, head of European economics  https://www.spglobal.com/en/research-insights/experts/iscaro-diego

• Harumi Taguchi, principal economist, Asia-Pacific economics  https://www.spglobal.com/en/research-insights/experts/taguchi-harumi

• Shuchita Shukla, senior economist, European economics https://www.spglobal.com/en/research-insights/experts/shukla-shuchita

Learn more about our May 2024 economic update: https://tinyurl.com/5xuenr38

Explore our library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/