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What's Priced in: Current Market Expectations for Future Monetary Policy

Markets are currently pricing in the following probabilities for future interest rate moves as of the close on Wednesday:

FED - OIS Implied Rates

Markets are pricing in a 100% chance of a 50bp cut and an 8% chance of a 75bp cut by the next meeting on Oct. 29.

Markets are pricing in a 100% chance of a 50bp cut and a 12% chance of a 75bp cut by year-end.

Markets are pricing in a 15% chance of a 25bp cut by Aug. 4, 2009.

BOC - OIS Implied Rates

Markets are pricing in a 100% chance of a 25bp cut and an 17% chance of a 50bp cut by year-end.

Markets are pricing in a 100% chance of a 25bp cut and a 43% chance of a 50bp cut by Sept. 2, 2009.

BOJ - OIS Implied Rates

Markets are pricing in a 10% chance of a 25bp cut by the next meeting on Oct. 31.

Markets are pricing in a 24% chance of a 25bp cut by year-end.

Markets are pricing in a 43% chance of a 25bp cut by April 7, 2009.

RBA - OIS Implied Rates

Markets are pricing in a 100% chance of a 50bp cut and an 83% chance of a 75bp cut by the next meeting on Nov. 4.

Markets are pricing in a 100% chance of a 100bp cut and a 96% chance of a 125bp cut by year-end.

Markets are pricing in a 100% chance of a 175bp cut and an 80% chance of a 200bp cut by June 2, 2009.

BOE - SONIA Implied Rate

Markets are pricing in a 100% chance of a 75bp cut and a 20% chance of a 100bp cut by the next meeting on Nov. 6.

Markets are pricing in a 100% chance of a 50bp cut and a 90% chance of a 75bp cut by year-end.

Markets are pricing in a 100% chance of a 150bp cut and a 64% chance of a 175bp cut by May 7, 2009.

ECB - EONIA Implied Rate

Markets are pricing in a 100% chance of a 25bp cut and a 14% chance of a 50bp cut by the next meeting on Nov. 6.

Markets are pricing in a 100% chance of a 25bp cut and a 52% chance of a 50bp cut by year-end.

Markets are pricing in a 100% chance of a 75bp cut and a 58% chance of a 100bp cut by May 7, 2009.

By Ryan Szporer and edited by Nancy Girgis
©CEP News Ltd. 2008


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MBS Prices:
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More From MND

Mortgage Rates:
  • 30 Yr FRM 3.82%
  • |
  • 15 Yr FRM 3.09%
  • |
  • Jumbo 30 Year Fixed 4.12%
MBS Prices:
  • 30YR FNMA 4.5 107-03 (0-02)
  • |
  • 30YR FNMA 5.0 108-10 (0-02)
  • |
  • 30YR FNMA 5.5 109-01 (0-02)
Recent Housing Data:
  • Mortgage Apps 9.18%
  • |
  • Refinance Index 12.97%
  • |
  • Purchase Index -2.38%
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