Latest / Bondcast - The Rates Podcast
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 explore the challenges of elevated sovereign issuance, shifting bond demand, and the global repercussions of fiscal and monetary policy – looking at the UK, the US and Europe in the process. What might steepen curves, and what indicators should we monitor in 2026?
Finally, the panellists each share their bond superhero names from the Agents of Yield universe…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.