Macro Strategy Outlook Series: Where Will European Rates Top Out?
Join leading Bloomberg economists and strategists for the second installment of our Macro Strategy Outlook Series. In this session, we'll explore how far this rate hiking cycle has to run and what that means for markets, and how to analyze risks to the outlook using the Bloomberg Economics Forecast Model (SHOK ).
Discussion points
● How the European Central Bank and Bank of England’s thinking is evolving as the war in Ukraine grinds on
● Bloomberg Economics' estimates of the neutral rate of interest - a key concept in economics that will guide central banks in years to come
● How monetary policy will shape the outlook for markets, with a focus on fixed income and currencies
● The biggest risks to the outlook, leveraging SHOK {}
Speakers
Maeva Cousin
Senior Eurozone Economist, Bloomberg Economics
Bloomberg
Maeva Cousin is an economist covering the euro area for Bloomberg Economics. Before that she spent eight years at HM Treasury, where she led the euro-area analysis team, and a year at the University of Lausanne. Maeva is based in Zurich.
Dan Hanson
U.K. Chief Economist
Bloomberg
Dan is a senior economist covering the U.K. for Bloomberg Economics in London. He has over a decade of experience analyzing the British economy. Before joining Bloomberg in 2015, he spent seven years at HM Treasury where he worked on a variety of macroeconomic issues.
Audrey Childe-Freeman
Chief G10 Currency Strategist for Bloomberg Intelligence
Bloomberg
Audrey Childe-Freeman is Chief G10 Currency Strategist for Bloomberg Intelligence, based in London, with expertise in G10 FX, macroeconomics and central banking. Before joining BI, Audrey was the founder, Managing Director and Chief Strategist of FX Knowledge Ltd. Prior to FX Knowledge, she was head of Foreign Exchange Strategy at BMO Capital Markets and global head of Currency Strategy and European head of Currency Strategy at JP Morgan Private Bank. In previous roles, Audrey was Senior Currency Strategist at Brown Brothers Harriman and Head of European Economics at CIBC. Audrey holds a master’s degree in Economics from Birkbeck College (University of London), a degree (Maitrise) in Economics from the University of Montpellier (France).
Huw Worthington
European Rates Analyst
Bloomberg
Huw Worthington is European Rates Analyst at Bloomberg Intelligence. Based in London, Huw has more than 20 years of experience covering developed European Rates markets. Prior to joining Bloomberg in 2018, Huw was European Rates Strategist at Barclays Capital. Prior to Barclays Huw was a Stockbroker for Charterhouse Securities from 1991 to 1999. Huw holds a bachelor's degree in Economics from the University of Birmingham and a Master of Business Administration from Manchester Business School.
Hugo Disant
Head of Product & Market Specialists Western EU
Bloomberg
Hugo looks after Bloomberg's Market & Product Specialists for the western EU countries. The Team is composed of ex-market participants across most asset classes, bringing expertise to Bloomberg's in-house product design & engineers but also customers. Hugo has been working at Bloomberg for 15 years, where he occupied various positions across EMEA as a relationship manager and later as a sales leader. Hugo holds a Master's degree in finance from the Lille graduate business School and a Bachelor's degree in law from the Lyon III University