Peak optimism and calm markets

Bondcast - The Rates Podcast · Jun 26, 2026 · 23m

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…