Like Tree131Likes

Inflation or Deflation ahead?

Reply
Page 22 of 22 FirstFirst ... 14 19 20 21 22
  1. #211

    Join Date
    Nov 2017
    Posts
    314

    HSBC Hibor back to 2.5500, which is Sept-2022 level.
    Rate increase are definitely near the peak now and things will move slower.


  2. #212

    Join Date
    Dec 2002
    Location
    薄扶林
    Posts
    44,874
    Quote Originally Posted by redslert:
    HSBC Hibor back to 2.5500, which is Sept-2022 level.
    Rate increase are definitely near the peak now and things will move slower.
    Fed should 0.25% today... ?

  3. #213

    Join Date
    Dec 2002
    Location
    薄扶林
    Posts
    44,874

    Back on topic ... the IMF report is interesting with the UK being the only "major" economy showing -ve growth.

    https://www.imf.org/en/Publications/...e-january-2023


  4. #214

    Join Date
    Jun 2018
    Posts
    1,184
    Quote Originally Posted by redslert:
    HSBC Hibor back to 2.5500, which is Sept-2022 level.
    Rate increase are definitely near the peak now and things will move slower.
    Transmission from US rates into HIBOR is really complex and driven by esoteric factors in the short term. Longer tenors and HKD swaps are way higher. I'll be very surprised if we see a fed cut this year, and still two 25bps hikes at least (including the one due today). In short, HIBOR 1m will trend back up soon enough.

  5. #215

    Join Date
    Nov 2005
    Location
    Cramped island
    Posts
    5,203

    Concur with Peaky.. but interesting to see how the market will react.. property market seems suddenly hot with all the expectation of pivoting rates and china money flowing in to snap up units.. good luck to those who jumped in based on those beliefs...


Reply
Page 22 of 22 FirstFirst ... 14 19 20 21 22