Latest / Bondcast - The Rates Podcast
Normal service resumes?
This week, Joann Spadigam is joined by Kevin Cummins, Paul Robson and Stuart Sparks to discuss the recent geopolitical shifts and the impact on markets, particularly in relation to oil prices and investor sentiment. They delve into central bank policies, focusing on the Federal Reserve and the Bank of England, and explore the implications for economic outlook and investment mindsets. They also cover the European landscape, highlighting supply risks and future projections for bond markets and fiscal policies.
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The skinny
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