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
Slow and steady
This week host Joann Spadigam and Kevin Cummins review their expectations for central bank rate cuts later this year. While economic data have surprised in the…
- Bondcast - The Rates Podcast
Hold news
This week host Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk about the latest developments in the US, the UK and Europe. With rates on…
- Bondcast - The Rates Podcast
Unchanged, unchanged, unchanged
This week Imogen Bachra and Jan Nevruzi dissect US inflation figures and look ahead to a Fed meeting that promises an update on Quantitative Tightening policy…
- Bondcast - The Rates Podcast
Sticking to our base cases
This week Imogen Bachra, Joann Spadigam and Jan Nevruzi share key takeaways from recent events in the UK, Europe and the US. At the European Central Bank, did…
- Bondcast - The Rates Podcast
Looking ahead to the UK's Spring Budget
This week Joann Spadigam and Jan Nevruzi are joined by special guest Ross Walker to look ahead to the UK Spring Budget on 6 March. While Chancellor Jeremy Hunt…
- Bondcast - The Rates Podcast
Ready for retail?
This week host Imogen Bachra and Joann Spadigam discuss their views on policy developments in UK and European bond markets. In the former, fiscal headroom may…
- Bondcast - The Rates Podcast
After a big data week, where are markets headed next?
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi and Joann Spadigam debrief after a big data week in the UK and US and discuss the impact on our…
- Bondcast - The Rates Podcast
Dates, data and client views
This week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss how their views on the market differ from the businesses they have been speaking with recently…
- Bondcast - The Rates Podcast
More clues about cuts
Major central banks have been somewhat taciturn about the prospect of rate cutting, so did that change during the past week? Imogen Bachra, Jan Nevruzi and…
- Bondcast - The Rates Podcast
Market reactions (and overreactions)
Join host Imogen Bachra, dovish Jan Nevruzi and Joann Spadigam as they analyse the effect that central bank moves are having on bond markets. In Europe…
- Bondcast - The Rates Podcast
All eyes on the data
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they discuss how recent jobs and inflation data is affecting markets. In the UK, slightly higher than…
- Bondcast - The Rates Podcast
Quantitative Tightening, fiscal questions and circling doves
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they analyse the back and forth of market moves and central bank motions over interest rates. In the US…
- Bondcast - The Rates Podcast
How has 2024 started?
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they examine how markets started 2024. In the US, the Fed is not giving out much new information of when…
- Bondcast - The Rates Podcast
Hold school
The Bank of England (BoE), the Federal Reserve and the European Central Bank (ECB) shocked few by collectively holding rates this week, but that doesn’t mean…
- Bondcast - The Rates Podcast
Great Expectations...
...well, maybe not so great, but this week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss the market mood ahead of announcements by all three of the…
- Bondcast - The Rates Podcast
Might rate cuts come early?
Join host Imogen Bachra and guests Jan Nevruzi and Joann Spadigam as they discuss signs that some central banks may cut their base rates sooner than expected…
- Bondcast - The Rates Podcast
Year Ahead update and reactions to the Autumn Statement
Join host Imogen Bachra and guest Joann Spadigam as they discuss how customers have responded to our Year Ahead 2024 report, and analyse the contents of the…
- Bondcast - The Rates Podcast
What does monetary policy divergence mean for fixed income?
The expected divergence of monetary cycles presents both challenges and opportunities for fixed income investors and issuers, especially at a time when fiscal…
- Bondcast - The Rates Podcast
Shifting sentiments
fter softening employment data was released in the US, host Imogen Bachra, Joann Spadigam and Jan Nevruzi analyse how markets have been reacting to both this…
- Bondcast - The Rates Podcast
Meeting notes
As both the Fed and the Bank of England (BoE) held rates this week, host Imogen Bachra is joined by Joann Spadigam and Jan Nevruzi to pick over the actions…
- Bondcast - The Rates Podcast
Holding tight
Fresh after this week's European Central Bank meeting, host Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk all things rates, bonds and…
- Bondcast - The Rates Podcast
Data's back in the driving seat for rates
Imogen Bachra, Joann Spadigam, and Jan Nevruzi catch up after another volatile week in rates markets. They digest some of the latest data prints and discuss…
- Bondcast - The Rates Podcast
Restriction territory
Amid broad consensus that base interest rates have neared their peaks, focus is on when central banks will begin to cut, and by how much. Joann Spadigam and…
- Bondcast - The Rates Podcast
Highs and woes
Bond yields have risen in the past week, especially at the shorter end of curves. Host Imogen Bachra is joined by Joann Spadigam and Jan Nevruzi to discuss…
- Bondcast - The Rates Podcast
Ahead of the curves
The bonds markets have been a bit wild of late, leading to some speculation about oversupply in the market for US treasuries and others to look closely at the…
- Bondcast - The Rates Podcast
Holding patterns
Neither the Fed or the Bank of England increased rates this week, after last week's dovish hike by the European Central Bank (ECB). Host Imogen Bachra is…
- Bondcast - The Rates Podcast
Mount Everest or Table Mountain?
On the back of the European Central Bank's "dovish hike", host Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to discuss the impact on markets…
- Bondcast - The Rates Podcast
Catching up, and looking ahead
Following a three-week summer break, Bondcast is back. Host Imogen Bachra is joined by Joann Spadigam and Jan Nevruzi to catch up on what happened while we…
- Bondcast - The Rates Podcast
See you in September
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after yet another base rate hike from the Bank of England. They also…
- Bondcast - The Rates Podcast
With the Fed and ECB out of the way, all eyes on the BoE
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale take stock of the latest rate hikes from the Fed and the European Central Bank…
- Bondcast - The Rates Podcast
How will falling inflation feed into central bank decision-making?
In the latest episode of Bondcast, Imogen Bachra, Joann Spadigm, and Jan Nevruzi discuss the impact of the recent downside UK inflation surprise on the fixed…
- Bondcast - The Rates Podcast
With inflation in the driving seat, where to for markets?
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss our latest views on inflation and potential implications for the fixed…
- Bondcast - The Rates Podcast
How much higher can gilt yields really go?
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giles Gale discuss shifting rate hike expectations in the UK, the impact of the latest US…
- Bondcast - The Rates Podcast
What should we make of Sintra and this week's data?
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins and Joann Spadigam examine central bankers’ comments in Sintra, Portugal. They also discuss the…
- Bondcast - The Rates Podcast
What do changing central bank reaction functions mean for markets?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after the Bank of England's surprise Bank Rate hike. They also take a…
- Bondcast - The Rates Podcast
Where are rates heading after this week's central bank bonanza?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after the Fed's "Freudian Skip" and the European Central Bank's (ECB)…
- Bondcast - The Rates Podcast
What should markets expect from the Fed and ECB in June?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock ahead of the Fed and European Central Bank (ECB) meetings next week…
- Bondcast - The Rates Podcast
Euro Area inflation turns, gilts outperforms, and a US debt ceiling deal’s in sight
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock of the key themes and events driving the global fixed income rally…
- Bondcast - The Rates Podcast
Are we in for a hot, sticky summer (for inflation)?
In the latest episodes of Bondcast, Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into the latest inflation dynamics and discuss potential implications…
- Bondcast - The Rates Podcast
Suffering for conviction
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at the latest US debt ceiling drama and the impact on fixed…
- Bondcast - The Rates Podcast
Are more rate hikes from the Bank of England on the horizon?
In the latest episode of Bondcast, Ross Walker, Giles Gale, and Jan Nevruzi debrief after the latest Bank of England rate decision and discuss the path for…
- Bondcast - The Rates Podcast
With fresh rate hikes delivered by the Fed and ECB, will the BoE follow suit?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi look ahead to May's Bank of England MPC meeting. They debrief after two very…
- Bondcast - The Rates Podcast
The ECB looks likely to hike but will the Fed hit pause?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debate whether markets are right to price rate hikes at the upcoming Federal…
- Bondcast - The Rates Podcast
With inflation stickier than expected, are fresh rate hikes all but guaranteed?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins wade through the latest inflation data and discuss the potential impact on…
- Bondcast - The Rates Podcast
Are markets right to build back rate hike expectations?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock after a week of fresh central bank minutes and speeches. They also…
- Bondcast - The Rates Podcast
It’s never a quiet week in rates markets
In the latest episode of Bondcast, Imogen Bachra, Joann Spadigam, and Jan Nevruzi take a closer look at this weeks' labour market data in the US, the potential…
- Bondcast - The Rates Podcast
With fresh hikes signed, sealed, and delivered, where do rates go from here?
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giles Gale debrief after another volatile week. They discuss the latest Bank of England…
- Bondcast - The Rates Podcast
Caught between financial stability and inflation, which will central banks choose?
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss central bank decision-making following a week that saw financial…
- Bondcast - The Rates Podcast
The UK Budget, Fed speak, and what to expect from the ECB
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss the upcoming Spring Statement and revised gilt supply forecast in the UK…
- Bondcast - The Rates Podcast
As rates near our targets, will momentum turn from here?
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss the big drivers for UK gilt supply in the coming months, and the impact…
- Bondcast - The Rates Podcast
What the latest data does (and doesn’t) mean for inflation and central banks
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale give their views on current turnaround signals, latest central bank speak and why…
- Bondcast - The Rates Podcast
Fresh data with a side of supply
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Joann Spadigam debrief after a week of big data releases and take a closer look at bond…
- Bondcast - The Rates Podcast
Hawks gonna squawk
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Joann Spadigam share their perspectives on how markets should interpret the hawkish hints…
- Bondcast - The Rates Podcast
With a trio of hikes delivered, where will rates head from here?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after a busy week of global central bank meetings, and discuss what the…
- Bondcast - The Rates Podcast
As central banks climb towards peak rates, what risks should markets care about?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins share their expectations for a busy week of global central bank meetings and…
- Bondcast - The Rates Podcast
Cooling energy costs, mixed data, and the BoJ's pushback
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi dig into an expansive set of factors driving fixed income markets this week…
- Bondcast - The Rates Podcast
Is inflation really in retreat?
In the latest episode of Bondcast, Giles Gale, Ross Walker and Jan Nevruzi take a look at some of the factors shaping the inflation outlook, the potential…
- Bondcast - The Rates Podcast
Data, supply, and new year quirks
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss some of the big drivers for fixed income markets in the first few weeks…
- Bondcast - The Rates Podcast
Central banks end the year on a hike note, will bond markets curb their enthusiasm in 2023?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after a busy week of central bank meetings and discuss the implications…
- Bondcast - The Rates Podcast
The Fed, the BoE, and the ECB - oh my!
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the key factors for markets to watch ahead of a trifecta of important…