Brexit May Delay a Fed Rate Hike, Here's Why

The transcript discusses the probabilities of Fed rate hikes and cuts, suggesting that a rate cut is unlikely and that quantitative easing might be preferred. It analyzes the potential for breaking the 10-year yield record and the impact of market volatility. The discussion also covers the implications of a UK ratings cut, opportunities in sovereign debt markets, and the divergence in European bond yields due to political and economic uncertainties.

How does the speaker view the impact of a ratings cut on the UK economy?

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What is the expected trend for spreads between core and peripheral bonds in Europe?

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