Bondcast - The Rates Podcast
Bondcast - The Rates Podcast
Latest Episodes
Hawkish talk, headlines and more tariffs
This week on Bondcast, the team examines how fading optimism over a potential US-Iran agreement and renewed tariff discussions are influencing rates markets. With major central bank meetings approaching, the discussion also turns to the outlook...
Is the Fed changing the rules?
This week on Bondcast, Imogen Bachra, Oriane Parmentier and Stuart Sparks unpack the key macro themes dominating fixed income markets following NatWest’s Official Institutions Conference in Edinburgh. With geopolitical tensions in the Middle Ea...
Number five is alive in long-end rates
In this episode of Bondcast, host Imogen Bachra is joined by global market specialist Ian VanderHorn to unpack the growing political and fiscal risks shaping UK and US rates markets – where 5% yields are now a thing.Key points:* U...
In conversation with Huw Pill
In this special episode of Bondcast, we replay NatWest's live broadcast fireside chat and Q&A with Bank of England Chief Economist Huw Pill, who was joined on stage by Imogen Bachra, NatWest's Head of Economics and Markets Strategy.R...
ECB expected to hike, but less certainty with the Bank of England
This week, host Imogen Bachra is joined by Oriane Parmentier to talk about rates in the UK and the euro area. They focus on:- The return of market optimism despite geopolitical risk - ECB outlook and how the market is pricing...