Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of England suggests more cuts are coming despite a steady headline rate.
They also unpack rising tensions between the U.S., Israel, and Iran, and what oil markets are really telling us about the risk of escalation.
From vote splits to forward guidance, this episode filters the noise to reveal the signals that matter.
(00:00) Intro & Topics in Focus
(02:03) Fed Hold Rates But Dot Plots Move
(17:49) Bank of England's Strategy and Vote Split
(27:39) Geopolitical Tensions and Market Reactions