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 • 143 episodes
Bondcast - The Rates Podcast
Latest Episodes
In the end, a 50 basis point cut
This week Ross Walker and Kevin Cummins discuss central bank rates decisions in the US and the UK. Markets had all caught up by the time the Fed announced its 50 basis point cut, but remain less certain about further cuts in 2024 and how to int...
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22:24
25 basis points or 25 basis points?
With the cutting cycle among major central banks under way, Giovanni Zanni, Kevin Cummins and Paul Robson talk all things rates markets. Ahead of the much anticipated rate decision at the Fed next week, the mood is very much for a 25 basis poin...
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20:57
US jobs jitters and finally, a French PM (06 September '24)
In an early ode to autumn, our Bondcast trio predict a season of missed targets and not-so-mellow economic conditions. This week host Imogen Bachra is joined by Joann Spadigam and Deepika Dayal to catch up on how late summer’s fruitful developm...
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18:18
A cut and a hold before we break for summer
It’s been a big week for rates markets. Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into the Federal Reserve’s decision to keep interest rates on hold, and whether markets are right to expect a cut as soon as September. Speaking of cut...
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37:51
Rates markets in the Veep State (26 July '24)
Joe Biden’s withdrawal from this year’s presidential race means “Veep” Kamala Harris will likely face Donald Trump. How are markets affected? This week Imogen Bachra is joined by Brian Daingerfield and Joann Spadigam to discuss not only US poli...
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33:48