Bondcast - The Rates Podcast Podcast Artwork Image

Bondcast - The Rates Podcast

NatWest Corporates and Institutions

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.
Episodes
When volatility is high and conviction low, where should bond investors go?July 01, 2022 Episode artwork Have we reached peak inflation - and what does that mean for investors?June 24, 2022 Episode artwork Markets are breaking up... it's not me, it's EU (and US)June 17, 2022 Episode artwork Europe's getting more hawkish, what will the Fed and the BoE do?June 10, 2022 Episode artwork Markets are more settled but tension between growth & inflation puts tightening in the spotlightMay 26, 2022 Episode artwork Are markets convinced that central banks can keep inflation in check?May 20, 2022 Episode artwork Does US inflation put 75bp hikes back on the table?May 13, 2022 Episode artwork Markets are taking UK and US rate hikes well, so why are European spreads volatile?May 06, 2022 Episode artwork Hawks and doves are in full flight - how will they land at the Fed and BoE meetings?April 28, 2022 Episode artwork Most roads lead to higher rates - how will markets respond?April 22, 2022 Episode artwork In a game of chicken, who blinks first - central banks or inflation?April 14, 2022 Episode artwork The Fed is putting the pace of quantitative tightening in focus globally – what does that mean for bond markets?April 08, 2022 Episode artwork Will taming inflation come at the cost of growth?March 31, 2022 Episode artwork Inflation and supply are in the driving seat - how is that influencing our outlook for rates?March 24, 2022 Episode artwork Central bank rate forecasts look cloudy with a chance of monetary policy divergenceMarch 18, 2022 Episode artwork Uncertainty is rising – but monetary hawks seem undauntedMarch 11, 2022 Episode artwork On crisis and conviction – how should investors think about bond market volatility from here?March 04, 2022 Episode artwork How geopolitics could influence the monetary tightening path – and what that means for marketsFebruary 24, 2022 Episode artwork Will central banks overshoot to calm inflation? February 18, 2022 Episode artwork Monetary hawks are soaring high, but are markets pricing excessive rate hikes?February 11, 2022 Episode artwork With major central banks spooked by inflation, where to next on the global tightening path?February 04, 2022 Episode artwork Rate hikes, geopolitical spikes, and volatility strikes – another big week for bond marketsJanuary 28, 2022 Episode artwork Bund yields FINALLY crossed over into positive territory – where to from here?January 20, 2022 Episode artwork Detours on the path towards normalisationJanuary 12, 2022 Episode artwork A hawkish surprise, supply dynamics, and quantitative tighteningJanuary 07, 2022 Episode artwork