Bondcast - The Rates Podcast
Episodes
214 episodes
The Week Ahead (22-26 June '26)
This video is about My Movie 1In this new series of Bondcast Week Ahead, Imogen Bachra shares her thoughts on what's moving markets in the coming five days.
Rates on hold, but likes for hikes
This week’s episode focuses on a pivotal week for global central banks as markets shift attention away from geopolitical headlines in the Middle East and back toward monetary policy. The discussion covers the first Federal Reserve meeting under...
The Week Ahead (15-19 June '26)
In this new series of Bondcast Week Ahead, Imogen Bachra shares her thoughts on what's moving markets in the coming five days.
From Middle East headlines to central bank decisions
This week Imogen Bachra is joined by Ian VanderHorn and Oriane Parmentier to discuss some key central bank decisions. They examine the latest developments from the ECB, previews next week’s Fed and Bank of England meetings, and explore how geop...
Hawkish talk, headlines and more tariffs
This week on Bondcast, the team examines how fading optimism over a potential US-Iran agreement and renewed tariff discussions are influencing rates markets. With major central bank meetings approaching, the discussion also turns to the outlook...
Is the Fed changing the rules?
This week on Bondcast, Imogen Bachra, Oriane Parmentier and Stuart Sparks unpack the key macro themes dominating fixed income markets following NatWest’s Official Institutions Conference in Edinburgh. With geopolitical tensions in the Middle Ea...
Number five is alive in long-end rates
In this episode of Bondcast, host Imogen Bachra is joined by global market specialist Ian VanderHorn to unpack the growing political and fiscal risks shaping UK and US rates markets – where 5% yields are now a thing.Key points:* U...
In conversation with Huw Pill
In this special episode of Bondcast, we replay NatWest's live broadcast fireside chat and Q&A with Bank of England Chief Economist Huw Pill, who was joined on stage by Imogen Bachra, NatWest's Head of Economics and Markets Strategy.R...
ECB expected to hike, but less certainty with the Bank of England
This week, host Imogen Bachra is joined by Oriane Parmentier to talk about rates in the UK and the euro area. They focus on:- The return of market optimism despite geopolitical risk - ECB outlook and how the market is pricing...
Central banks held rates, but what to take from the details?
This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their analysis of three central bank decisions to hold rates.Key points:1. Federal Reserve rate hike prospects and dissenting...
Central banks may be on hold, but for how long?
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 resilience2...
Calmer markets, but not a simple reset
This week on Bondcast, Imogen Bachra, Ian Vanderhorn, and Oriane Parmentier unpack why easing geopolitical tensions have lifted risk assets – while rates remain more cautious.They explore the growing disconnect between equities and yield...
US-Iran ceasefire leaves markets eyeing another battle: the war on inflation
In this week’s Bondcast, Imogen Bachra, Ian Vanderhorn, and Oriane Parmentier talk about the delicate ceasefire between the US and Iran and explore the potential impacts on rates markets, inflation forecasts, and central bank policy expectation...
More geopolitics, more inflation and more rate moves
In this week’s episode of Bondcast, Head of Economics and Markets Strategy Imogen Bachra shares edited highlights from NatWest’s recent client webinar focused on the intersection of geopolitics, economic sentiment and market implications. Joine...
Back to the hold routine, but for how long?
Despite fears that the war in the Middle East will drive inflation, central banks in the US, the UK and Europe held rates this week. To discuss why, Imogen Bachra (Head of Economics and Markets Strategy) is joined by Ian VanderHorn (Economics a...
War, peace and rate expectations
This week, host Imogen Bachra (Head of Economics & Markets Strategy) is joined by Ian Vanderhorn (Macroeconomics Strategist) and Oriane Parmentier (European Rates Strategist) to provide a comprehensive update on recent geopolitical swings. ...
What's happening in the Middle East, and how are markets affected?
This week’s combined episode of Currency Exchange and Bondcast focuses on the ongoing Middle East conflict and its impacts on currency and rates markets. This episode features edited highlights from a client webinar hosted on Tuesday, featuring...
What to make of the US tariff decision?
In this crossover episode of Bondcast and its sister show Currency Exchange, host Brian Daingerfield is joined by Ian Vanderhorn to explore the recent Supreme Court decision on US tariffs, its implications for FX and rates market dynamics, and ...
UK treasury yields retreat, but oil is another matter
In this episode of Bondcast, Ian Vanderhorn and market specialists Paul Robson and Oriane Parmentier discuss the passing week’s developments in rates markets. In the UK, there was a sizeable amount of data to process, most notably on inflation....
UK political risk, euro supply and US jobs data
In this episode of Bondcast, Ian Vanderhorn and market specialists Paul Robson and Oriane Parmentier discuss the latest developments in rates markets. They focus on political uncertainties in the UK, the implications of recent job market report...
What should markets make of Warsh?
In this week’s Bondcast, Ian Vanderhorn is joined by Oriane Parmentier and Paul Robson to discuss policy updates in the US, the UK and Europe. The Bondcasters kick off this week’s podcast with a review of the Bank of England’s ‘dov...
A cut in the US, but what’s in store for UK rates?
In this week’s Bondcast, Joann Spadigam is joined by Stuart Sparks and Paul Robson to discuss policy updates in the US, the UK and Europe. Following a much-predicted 25 basis point cut by the Fed, there is still plenty to ponder on US monetary ...
The Year Ahead 2026: When all is Fed and done
In this special edition of Bondcast, host Tim Phillips is joined by Paul Robson, Joann Spadigam and Stuart Sparks to ask what lies ahead in bond markets in 2026 – a year where the focus will be squarely on the Federal Reserve. They...
Decisions, decisions for central bank policymakers
In this week’s Bondcast, Joann Spadigam is joined by Deepika Dayal and Paul Robson to discuss the outlook for next week’s interest rate decision from the Bank of England, as well as the implications of fiscal policy on the UK’s monetary stance....