European Markets with Peter Schaffrik - July 2023

In this episode of European Markets, Peter is joined by Cathal Kennedy, UK Economist, to discuss the expected time lags of monetary policy and how they have lengthened over time, mainly through the mortgage and housing markets in the UK and Europe. They also discuss how that impacts the policy path forward and why a pause of rate hikes, for both the ECB and BoE, is likely soon.

By Peter Schaffrik
Published July 27, 2023 | 8 min watch

Peter Schaffrik

Peter Schaffrik
Chief European Macro Strategist, RBC Capital Markets

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