Central banks may be on hold, but for how long? Artwork

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.

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Bondcast - The Rates Podcast

Central banks may be on hold, but for how long?

April 24, 2026 • NatWest Corporates and Institutions

0:00 | 32:29

This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their expectations ahead of three imminent central bank meetings.

Key points:

1. US economic data and consumer resilience

2. UK inflation and labor market dynamics

3. Fed, BoE and ECB policy forecasts

4. UK political risks and fiscal policy

5. Ongoing impact of geopolitical tensions on markets

This episode was recorded on 23 April 2026.

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