Latest / Bondcast - The Rates Podcast
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 East continuing to drive market volatility, the discussion shifts beyond the headlines to explore how investors are thinking about inflation, growth, central bank reaction functions and fiscal risks across the US, Euro area and UK.
Key themes discussed
US: Affordability versus inflation
Stuart outlines NatWest’s view that the Fed could increasingly focus…
The skinny
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