BVTV: Is it the market – not the Fed – that has been playing catch up?

This morning on BVTV I look at a couple of hot topics we’ve been discussing in recent meetings. Firstly, is it the market rather than the Fed that has been behind the curve? Secondly, in the UK, has the Bank of England’s thinking on Brexit changed in recent weeks? And in both cases, what does this mean for rate hike expectations?

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