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.
Bondcast - The Rates Podcast
Peak optimism and calm markets
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This week on Bondcast, Imogen Bachra is joined by Oriane Palmentier to discuss rates markets in the UK and Europe.
Key topics:
* The sharp repricing lower in UK gilt yields and evolving Bank of England expectations
* Whether markets are becoming overly optimistic on oil, inflation and fiscal risks
* What to watch during next week’s ECB Sintra conference
* Euro area funding plans for the second half of 2026
* What to make of French spreads despite renewed political focus
Host: Imogen Bachra (Head of Economics and Markets Strategy)
Guest: Oriane Parmentier (European Rates Strategist)
This episode was recorded on 25 June 2026.
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