Policy Derby: Rates for the Roses

Policy Derby: Rates for the Roses

From Global Research Unlocked by BofA Global Research

May 2, 2026 · 17 min · Episode 195

About this episode

The episode discusses central bank meeting takeaways and their market implications.

In this episode, we discuss central bank meeting takeaways and market implications. We discuss the Fed’s and Bank of Canada’s shift in tone, plus the groundwork for hikes from the European Central Bank and Bank of England. We also cover the Bank of Japan’s delayed hike and the implications for the June meeting. Finally, we recap some recent work across regions on global plumbing and funding markets. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered…

Topics covered

  • central banks
  • market implications
  • interest rates
  • global funding markets
  • economic policy

Keywords

  • central banks
  • interest rates
  • market implications
  • economic policy
  • global funding

Mentioned in this episode

Organizations: Federal Reserve, Bank of Canada, European Central Bank, Bank of England, Bank of Japan, Bank of America, BofA Securities

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