Latest / Bondcast - The Rates Podcast
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 yields, with US data and Fed expectations back in focus as de-escalation shifts attention away from geopolitics. In the UK, the story looks different: persistent inflation pressures, fiscal risks, and gilt market dynamics suggest yields may stay higher for longer.
The episode also dives into a key cross-market debate – why UK and ECB rate expectations are…
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