Daybreak Europe Show Open: State Of Monetary Policy

The video discusses the quarterly review, describing it as a disaster in terms of monetary policy. It highlights the challenges faced by bond markets, with yields rising and disposable income declining. The discussion includes expectations for significant interest rate hikes, with predictions of 350 basis points being priced into the market. The video also touches on the sharpest tightening since 1982 and the role of Nomura in these expectations.

What is the significance of the term 'disaster' in the context of monetary policy as mentioned in the text?

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Discuss the implications of the decline in disposable income as mentioned in the text.

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How have the bond markets reacted according to the speaker, and what does this imply for future monetary policy?

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What does the speaker mean by 'the sharpest set of tightening since 1982'?

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What expectations do analysts have regarding rate hikes in the upcoming months?

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