Räntemarknaden en första sänkning först i september, från tidigare juli
SvD TT-Bloomberg 5 april 2024
https://www.svd.se/a/VPOLkV/fler-nya-usa-jobb-an-vantat
Hoppet om en amerikansk räntesänkning i maj helt utraderad, om man får tro prissättningen på terminsmarknaden.
Victor Hultgren DI 5 april 2024
https://www.di.se/live/marknaden-saker-hoppet-om-fed-sankning-i-maj-ute/
The risk is that protracted high rates eventually create a financial accident.
This doesn’t have to be a full-blown repeat of 2008; another US banking crisis like the one that hit last spring could be very damaging.
And the longer rates stay higher, the greater the risk that companies have to refinance — on much worse terms — the very generous loans they were able to fix in 2020 and 2021.
The so-called “maturity cliff”
John Authers Bloomberg 2 April 2024
The federal funds rate will probably stay a lot higher than what officials are projecting
Bill Dudley Bloomberg 4 april 2024
https://englundmacro.blogspot.com/2024/04/the-federal-funds-rate-will-probably.html
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