Shows / Bondcast - The Rates Podcast
Bondcast - The Rates Podcast
In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help investment professionals shape their portfolio views on fixed income, learn how the biggest themes, trends, and events affect bond performance, and get deeper insight into rates markets including the latest analysis & research from the NatWest team.
Episodes
- Bondcast - The Rates Podcast
UK Budget 2026: What does it mean for business?
In this episode of Bondcast, we share our recent client webinar examining the economic and market impacts of this week's Budget. Jenny Edwards (Head of Venture…
- Bondcast - The Rates Podcast
The Week Ahead: 26 – 30 October
Imogen Bachra shares her take on to watch in the week commencing 26 October. What to watch: Market fragility and tech spillover: Earnings have revealed cracks…
- Bondcast - The Rates Podcast
UK Budget and US mid-terms: What matters for markets?
In this special crossover episode of Currency Exchange and Bondcast, host Imogen Bachra is joined by Brian Daingerfield and Ross Walker to explore the market…
- Bondcast - The Rates Podcast
The Week Ahead: 12 – 16 October
Imogen Bachra shares her take on to watch in the week commencing 5 October. Highlights: 1. France remains the key driver of European market sentiment Initial…
- Bondcast - The Rates Podcast
What next for France's mini crisis?
In this episode of Bondcast, host Imogen Bachra is joined by Giovanni Zanni to explore France’s escalating fiscal and political challenges, and their…
- Bondcast - The Rates Podcast
The Week Ahead: 5 – 9 October
Imogen Bachra shares her take on to watch in the week commencing 5 October. Key takeaways 1. France remains the key source of market risk The French budget…
- Bondcast - The Rates Podcast
The Week Ahead: 21 – 25 September '26
Imogen Bachra shares her take on to watch in the week commencing 21 September. Fed speakers take centre stage A full slate of Federal Reserve speakers will…
- Bondcast - The Rates Podcast
Liked a hike, sold on a hold, and cute on QT
The Federal Reserve and Bank of England have both been in focus this week, with the Fed delivering a rate hike and the BoE keeping rates unchanged. In this…
- Bondcast - The Rates Podcast
The Week Ahead: 14 – 18 September '26
Imogen Bachra shares her take on to watch in the week commencing 14th of September. * Friday's US inflation data was sufficiently firm that it feels like a 25…
- Bondcast - The Rates Podcast
Hawks, hikes and holds as central banks face inflation
This week on Bondcast, Imogen Bachra is joined by market specialists Stuart Sparks and Oriane Parmentier to discuss the latest developments across the major…
- Bondcast - The Rates Podcast
Speakers' Corner: Is AI really inflationary?
In this episode of Bondcast: Speakers’ Corner, host Imogen Bachra speaks to Deepika Dayal about one of the key questions surrounding the AI boom: will…
- Bondcast - The Rates Podcast
The Week Ahead: 07 – 11 September '26
Imogen Bachra shares her quick take on the big themes and events likely to move markets over the coming week: US market focus is squarely on the inflation…
- Bondcast - The Rates Podcast
The Fed's inflation trap
In Bondcast's 250th episode, Imogen Bachra is joined by market specialists Stuart Sparks and Oriane Parmentier to assess a more eventful-than-expected Jackson…
- Bondcast - The Rates Podcast
The Week Ahead: 31 August – 4 September '26
Imogen Bachra shares her quick take on the big themes and events likely to move markets over the coming week: * US jobs data takes a backseat: Non-farm…
- Bondcast - The Rates Podcast
Treasury buybacks, fiscal risks and long-end Kryptonite
The US Treasury’s surprise decision to double the size of its regular long-end bond buybacks has reignited debate about how governments can manage rising…
- Bondcast - The Rates Podcast
The Week Ahead: 24 – 28 August
Imogen Bachra shares her quick take on the big themes and events likely to move markets over the coming week. Top on the agenda is Jackson Hole, where Fed…
- Bondcast - The Rates Podcast
Speakers' Corner: What to make of the 2026 energy price shock?
The latest escalation in the Middle East has reignited concerns over higher energy prices, inflation and the outlook for UK growth. But is this shock really…
- Bondcast - The Rates Podcast
Bondcast Speakers' Corner: AI, productivity and market risk
In this edition of Bondcast: Speakers’ Corner, Imogen Bachra is joined by NatWest Director of Innovation, David Greenwald, to explore one of the defining…
- Bondcast - The Rates Podcast
The Week Ahead: 20 – 24 July
In this new series of Bondcast Week Ahead, Imogen Bachra shares her thoughts on what's moving markets in the coming five days.
- Bondcast - The Rates Podcast
Higher oil prices again, but what next for rates?
In this week’s episode, Imogen Bachra is joined by Stuart Sparks and Giovanni Zanni to discuss what recent events mean for rates markets. Fresh tensions in the…
- Bondcast - The Rates Podcast
Bondcast Speakers' Corner: Geopolitics and markets in summer '26
In this special edition of Bondcast Speakers' Corner, Imogen Bachra is joined by NatWest Group International Advisor Scott Livingstone to examine the…
- Bondcast - The Rates Podcast
The Week Ahead: 13 – 17 July
Imogen Bachra looks ahead to a week shaped by renewed Middle East risk, key US inflation data, Chair Warsh’s testimony, UK political uncertainty, and the start…
- Bondcast - The Rates Podcast
Are markets too quick to price more rate hikes?
Oil prices are back in focus, markets are repricing central bank risk, and politics is adding another layer of uncertainty across Europe and the UK. In this…
- Bondcast - The Rates Podcast
Speakers' Corner: Are markets too optimistic on oil and global shipping?
Oil prices have retraced to pre-conflict levels following the signing of a memorandum of understanding (MOU) and the reopening of the Strait. But does that…
- Bondcast - The Rates Podcast
The Week Ahead: 6 July – 10 July 2026
Imogen Bachra shares her quick take on the big themes and events likely to move markets over the coming week. It’s a lighter but still market-moving calendar…
- Bondcast - The Rates Podcast
A deceptively important week for rates markets
This week on Bondcast, Imogen Bachra, Ian Vanderhorn, and Oriane Parmentier unpack a deceptively important week for rates markets: a mixed US labour report…
- Bondcast - The Rates Podcast
Speakers' Corner: Leverage ratios, gilt demand and the future of UK funding
In the first episode of Bondcast Speakers’ Corner, host Imogen Bachra is joined by James Bucknall and Iain Budge to discuss one of the most closely watched…
- Bondcast - The Rates Podcast
The Week Ahead (29 June - 3 July '26)
In this new series of Bondcast Week Ahead, Imogen Bachra shares her thoughts on what's moving markets in the coming five days.
- Bondcast - The Rates Podcast
Peak optimism and calm markets
This week on Bondcast, Imogen Bachra is joined by Oriane Palmentier to discuss rates markets in the UK and Europe. Key topics: * The sharp repricing lower in…
- Bondcast - The Rates Podcast
The Week Ahead (22-26 June '26)
This video is about My Movie 1In this new series of Bondcast Week Ahead, Imogen Bachra shares her thoughts on what's moving markets in the coming five days.
- Bondcast - The Rates Podcast
Rates on hold, but likes for hikes
This week’s episode focuses on a pivotal week for global central banks as markets shift attention away from geopolitical headlines in the Middle East and back…
- Bondcast - The Rates Podcast
The Week Ahead (15-19 June '26)
In this new series of Bondcast Week Ahead, Imogen Bachra shares her thoughts on what's moving markets in the coming five days.
- Bondcast - The Rates Podcast
From Middle East headlines to central bank decisions
This week Imogen Bachra is joined by Ian VanderHorn and Oriane Parmentier to discuss some key central bank decisions. They examine the latest developments from…
- Bondcast - The Rates Podcast
Hawkish talk, headlines and more tariffs
This week on Bondcast, the team examines how fading optimism over a potential US-Iran agreement and renewed tariff discussions are influencing rates markets…
- 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…
- Bondcast - The Rates Podcast
Number five is alive in long-end rates
In this episode of Bondcast, host Imogen Bachra is joined by global market specialist Ian VanderHorn to unpack the growing political and fiscal risks shaping…
- Bondcast - The Rates Podcast
In conversation with Huw Pill
In this special episode of Bondcast, we replay NatWest's live broadcast fireside chat and Q&A with Bank of England Chief Economist Huw Pill, who was joined on…
- Bondcast - The Rates Podcast
ECB expected to hike, but less certainty with the Bank of England
This week, host Imogen Bachra is joined by Oriane Parmentier to talk about rates in the UK and the euro area. They focus on: - The return of market optimism…
- Bondcast - The Rates Podcast
Central banks held rates, but what to take from the details?
This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their analysis of three central bank decisions to hold…
- Bondcast - The Rates Podcast
Central banks may be on hold, but for how long?
This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their expectations ahead of three imminent central bank…
- Bondcast - The Rates Podcast
Calmer markets, but not a simple reset
This week on Bondcast, Imogen Bachra, Ian Vanderhorn, and Oriane Parmentier unpack why easing geopolitical tensions have lifted risk assets – while rates…
- Bondcast - The Rates Podcast
US-Iran ceasefire leaves markets eyeing another battle: the war on inflation
In this week’s Bondcast, Imogen Bachra, Ian Vanderhorn, and Oriane Parmentier talk about the delicate ceasefire between the US and Iran and explore the…
- Bondcast - The Rates Podcast
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…
- Bondcast - The Rates Podcast
Back to the hold routine, but for how long?
Despite fears that the war in the Middle East will drive inflation, central banks in the US, the UK and Europe held rates this week. To discuss why, Imogen…
- Bondcast - The Rates Podcast
War, peace and rate expectations
This week, host Imogen Bachra (Head of Economics & Markets Strategy) is joined by Ian Vanderhorn (Macroeconomics Strategist) and Oriane Parmentier (European…
- Bondcast - The Rates Podcast
What's happening in the Middle East, and how are markets affected?
This week’s combined episode of Currency Exchange and Bondcast focuses on the ongoing Middle East conflict and its impacts on currency and rates markets. This…
- Bondcast - The Rates Podcast
What to make of the US tariff decision?
In this crossover episode of Bondcast and its sister show Currency Exchange, host Brian Daingerfield is joined by Ian Vanderhorn to explore the recent Supreme…
- Bondcast - The Rates Podcast
UK treasury yields retreat, but oil is another matter
In this episode of Bondcast, Ian Vanderhorn and market specialists Paul Robson and Oriane Parmentier discuss the passing week’s developments in rates markets…
- Bondcast - The Rates Podcast
UK political risk, euro supply and US jobs data
In this episode of Bondcast, Ian Vanderhorn and market specialists Paul Robson and Oriane Parmentier discuss the latest developments in rates markets. They…
- Bondcast - The Rates Podcast
What should markets make of Warsh?
In this week’s Bondcast, Ian Vanderhorn is joined by Oriane Parmentier and Paul Robson to discuss policy updates in the US, the UK and Europe. The Bondcasters…
- Bondcast - The Rates Podcast
A cut in the US, but what’s in store for UK rates?
In this week’s Bondcast, Joann Spadigam is joined by Stuart Sparks and Paul Robson to discuss policy updates in the US, the UK and Europe. Following a…
- 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…
- Bondcast - The Rates Podcast
Decisions, decisions for central bank policymakers
In this week’s Bondcast, Joann Spadigam is joined by Deepika Dayal and Paul Robson to discuss the outlook for next week’s interest rate decision from the Bank…
- Bondcast - The Rates Podcast
All about cuts
In this week’s Bondcast, host Joann Spadigam is joined by Paul Robson and Ian Vanderdorn to discuss rates markets. They analyse the UK’s latest inflation…
- Bondcast - The Rates Podcast
What’s behind the market rally?
This week, host Joann Spadigam and guests explore a change in the fortunes of fixed-income assets, led by gilts and comments from the Bank of England on…
- Bondcast - The Rates Podcast
Our take on the crises in France and the US
With fresh turmoil in the French parliament, this week's host Ian Vanderhorn is joined by guest Oriane Parmentier to talk about what might happen in the days…
- Bondcast - The Rates Podcast
What to make of the US shutdown
This week host Joann Spadigam is joined by Ian Vanderhorn to analyse what the US Government shutdown means for markets, and the data they rely on. They also…
- Bondcast - The Rates Podcast
No alarms and no surprises
In this episode of Bondcast, host Ian Vanderhorn and guests discuss recent monetary policy decisions made by the Bank of England (BoE) and the Federal Reserve…
- Bondcast - The Rates Podcast
Mixed messages from global central banks
This week host Joann Spadigam is joined by Oriane Parmentier and Ian Vanderhorn to discuss key economic indicators and political developments affecting major…
- Bondcast - The Rates Podcast
Bond markets go back to school
As the Bondcast team returns from summer, they discuss recent movements in rates markets, focusing on fiscal concerns in the UK, expectations for the upcoming…