Bondcast - The Rates Podcast
In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help investment professionals shape their portfolio views on fixed income, learn how the biggest themes, trends, and events affect bond performance, and get deeper insight into rates markets including the latest analysis & research from the NatWest team.
Podcasting since 2021 • 171 episodes
Bondcast - The Rates Podcast
Latest Episodes
A curse on curves?
With high long-end yields in the UK and the US, Joann Spadigam is joined by Paul Robson and Stuart Sparks to analyse market sentiment, and discuss why inflation is still so crucial to central bank policy. They also talk about the dynamics of Eu...
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20:19
Growth returns, but what about inflation?
This week Joann Spadigam is joined by Deepika Dayal and Paul Robson to discuss the latest news for the UK and US economies. With stronger than expected GDP growth in the UK, and an easing of trade tensions between the US and China, what next fo...
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19:06
A hawkish cut and a hawkish hold
This week, Imogen Bachra is joined by Joann Spadigam and Stuart Sparks to talk the hawk following recent Bank of England and Fed interest rate decisions. They also examine the political landscape in Germany and its potential impact on fiscal po...
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23:35
De-escalation helps markets, but UK yields remain high
In this episode Imogen Bachra and Brian Daingerfield discuss the latest developments in tariffs, the future of Fed chair Jerome Powell, and the recent UK gilt remit revision. They explore how market reactions are influenced by tariff negotiatio...
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31:48