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More geopolitics, more inflation and more rate moves
In this week’s episode of Bondcast, Head of Economics and Markets Strategy Imogen Bachra shares edited highlights from NatWest’s recent client webinar focused on the intersection of geopolitics, economic sentiment and market implications. Joined by Scott Livingstone (NatWest’s International Advisor) and Ross Walker (Global Head of Economics) the discussion covers the ongoing Middle East conflict, its economic impact, and how markets and policymakers may respond.
Key discussion points:
- Current phase of the Middle East conflict and the shift to “Plan B”.
- Three potential US strategies: rapid…
The skinny
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