In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss our revised US monetary policy outlook, and the impact of a huge shift in UK and European inflation expectations on markets.
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NB: This was recorded on 12 January 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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