Traders Bet on Hawkish Policy Mistake on Both Sides of Atlantic

  • Interest-rate market signals monetary easing in coming years
  • ‘Policy-error pricing is creeping in for the Fed,’ says Citi
The Marriner S. Eccles Federal Reserve building in Washington, D.C.Photographer: Stefani Reynolds/Bloomberg
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A cohort of traders is betting the hawkish monetary lurch on both sides of the Atlantic will prove a policy mistake down the road -- forcing central banks to cut rates to salvage economic growth.

As a slew of Wall Street names including former Salomon Brothers chief economist Henry Kaufman and bond-market veteran Dan Fuss lash authorities for letting inflation run wild, one corner of the interest-rate market now suggests the Federal Reserve will be forced to reverse course in three years’ time.