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W/C 24 October, 2022


(Z2) Bear Cycle Remains Intact


Remains Above Monday’s Low


UK Timeline of Key Events (Times UK)


China Asset Volatility In Focus


Eurozone Timeline of Key Events (Times UK)

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When accounting for the revisions made today by sell-side analysts, the following (at least!) are looking for a 50bp Fed hike in May (some see June in addition):

  • BNP, Citi, Goldman, ING, Nomura, SEB, TD
  • Danske sees 50 in June but not May.
  • Also, balance sheet runoff starting in May is now the unanimous consensus, it seems.
  • Some

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