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Inflation and supply are in the driving seat - how is that influencing our outlook for rates?
Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Brian Daingerfield for the US – discuss the resurgence in European bond supply, renewed inflationary pressures, and the revised gilt supply forecast.
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NB: This was recorded on 23 March 2022.
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