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
What's the deal with the latest rally?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US data print, the unwinding of post-mini budget bond buying…
- Bondcast - The Rates Podcast
The Year Ahead special - what's driving rates in 2023?
In this special Year Ahead episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss their views on the big themes and events driving fixed…
- Bondcast - The Rates Podcast
Is the policy pivot back on?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US inflation print and the impact on investor sentiment in…
- Bondcast - The Rates Podcast
Can central banks have their cake and eat it, too?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after a busy week of central bank meetings and interest rate hikes, and…
- Bondcast - The Rates Podcast
Rate hikes, supply spikes, and a closer look at data
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after the European Central Bank meeting and look ahead at what to expect…
- Bondcast - The Rates Podcast
Political twists and tightening bits
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi digest the latest twist in the UK political landscape and take a closer look at…
- Bondcast - The Rates Podcast
Fiscal or monetary policy pivot?
The UK continues to dominate global markets, but it is not quiet elsewhere either. In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan…
- Bondcast - The Rates Podcast
The old LDI (of Threadneedle Street) is for turning
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at rising yields in the UK, renewed discussion of central bank…
- Bondcast - The Rates Podcast
The dust settles in the UK (for now), where to for fixed income?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after a volatile week in UK markets to understand the global, medium-term…
- Bondcast - The Rates Podcast
What does the latest hiking cycle mean for bonds & FX?
In this special crossover episode of Bondcast and the Weekly Watch, John Briggs, Jan Nevruzi, and Paul Robson debrief after a series of (very different)…
- Bondcast - The Rates Podcast
Rates are shooting higher, faster - how will bond markets respond?
In the latest episode of Bondcast, Giles Gale, Jan Nevruzi, and Ross Walker discuss how the latest US inflation print, the UK fiscal outlook, and euro area…
- Bondcast - The Rates Podcast
Big changes in the bond supply picture are afoot
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the European Central Bank's latest presser, explore impact of the Truss…
- Bondcast - The Rates Podcast
See you in September
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi dig into a deluge of recently released data, discuss the potential impact of more…
- Bondcast - The Rates Podcast
Summer markets? What summer markets?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at how bond markets are digesting the latest US inflation…
- Bondcast - The Rates Podcast
In a battle between inflation and growth, the BoE chose inflation - what's the impact on the policy outlook?
In the latest episode of Bondcast, Imogen Bachra and Jan Nevruzi discuss the latest Bank of England meeting and what the Bank Rate hike means for markets and…
- Bondcast - The Rates Podcast
'Data dependent, meeting-by-meeting' is the new central bank mantra
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giovanni Zanni digest the latest Fed meeting and discuss the path for future rate hikes…
- Bondcast - The Rates Podcast
Markets and central banks are in an inflationship, but it's complicated
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giovanni Zanni debrief after the latest European Central Bank (ECB) meeting, dive into a…
- Bondcast - The Rates Podcast
When inflation bites and geopolitics spikes, where do bond investors go?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the impact of the latest US inflation print, fears over European gas…
- Bondcast - The Rates Podcast
What. A. Week.
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the market reaction to the political drama that unfolded in the UK, the…
- Bondcast - The Rates Podcast
When volatility is high and conviction low, where should bond investors go?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi read the tea leaves on Sintra central banking conference, digest the latest…
- Bondcast - The Rates Podcast
Have we reached peak inflation - and what does that mean for investors?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi talk about the hand-off from inflation to growth as the big theme driving market…
- Bondcast - The Rates Podcast
Markets are breaking up... it's not me, it's EU (and US)
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi make sense of the latest bout of market volatility following a trio of central…
- Bondcast - The Rates Podcast
Europe's getting more hawkish, what will the Fed and the BoE do?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins digest the European Central Bank's recent hawkish shift and discuss what to…
- Bondcast - The Rates Podcast
Markets are more settled but tension between growth & inflation puts tightening in the spotlight
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the impact of a fresh UK fiscal injection on the outlook for bonds, the…
- Bondcast - The Rates Podcast
Are markets convinced that central banks can keep inflation in check?
In this special crossover episode of Bondcast and The Weekly Watch, John Briggs, Giles Gale, and Jan Nevruzi discuss the latest UK inflation prints and job…
- Bondcast - The Rates Podcast
Does US inflation put 75bp hikes back on the table?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US inflation print and share perspectives on market pricing in…
- Bondcast - The Rates Podcast
Markets are taking UK and US rate hikes well, so why are European spreads volatile?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the most recent Fed and Bank of England meetings, and read the tea leaves…
- Bondcast - The Rates Podcast
Hawks and doves are in full flight - how will they land at the Fed and BoE meetings?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at what we expect from the upcoming Fed and Bank of England…
- Bondcast - The Rates Podcast
Most roads lead to higher rates - how will markets respond?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at how the shift higher in UK and European bond yields might…
- Bondcast - The Rates Podcast
In a game of chicken, who blinks first - central banks or inflation?
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giovanni Zanni take a closer look at how markets (and central banks) are digesting shifting…
- Bondcast - The Rates Podcast
The Fed is putting the pace of quantitative tightening in focus globally – what does that mean for bond markets?
In the latest episode of Bondcast, Imogen Bachra and Giles Gale discuss the most recent Fed minutes release and potential implications for other regions and…
- Bondcast - The Rates Podcast
Will taming inflation come at the cost of growth?
In the latest episode of Bondcast, Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the…
- Bondcast - The Rates Podcast
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…
- Bondcast - The Rates Podcast
Central bank rate forecasts look cloudy with a chance of monetary policy divergence
Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss central bank rate forecasts hot off the…
- Bondcast - The Rates Podcast
Uncertainty is rising – but monetary hawks seem undaunted
Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe, Jan Nevruzi for the US, and special guest Brian Daingerfield – discuss the…
- Bondcast - The Rates Podcast
On crisis and conviction – how should investors think about bond market volatility from here?
John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of the Ukraine invasion on bond…
- Bondcast - The Rates Podcast
How geopolitics could influence the monetary tightening path – and what that means for markets
Could the escalating crisis in Ukraine sway central banks to tweak their monetary tightening plans? Imogen Bachra and the NatWest Markets team of specialists –…
- Bondcast - The Rates Podcast
Will central banks overshoot to calm inflation?
It’s been a week full of policy chatter across the globe. Get our take on next central bank rate moves and how markets might react from the NatWest Markets…
- Bondcast - The Rates Podcast
Monetary hawks are soaring high, but are markets pricing excessive rate hikes?
In this episode of Bondcast, guest host John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss…
- Bondcast - The Rates Podcast
With major central banks spooked by inflation, where to next on the global tightening path?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of specialists – Ross Walker for the UK, Giles Gale for Europe, and Jan Nevruzi for the…
- Bondcast - The Rates Podcast
Rate hikes, geopolitical spikes, and volatility strikes – another big week for bond markets
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Bund yields FINALLY crossed over into positive territory – where to from here?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss big bund…
- Bondcast - The Rates Podcast
Detours on the path towards normalisation
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
A hawkish surprise, supply dynamics, and quantitative tightening
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
The hawks are winning at Angry Birds – what does this mean for rates markets in early 2022?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
What we expect from the big three central banks in December and how markets could react
In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Year Ahead Edition: What does 2022 hold for rates & currencies?
In this special Year Ahead episode of Bondcast, Imogen Bachra, Giles Gale, and Paul Robson share their perspectives on the global rates & currencies outlook…
- Bondcast - The Rates Podcast
Why we may see higher yields yet
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Theo Chapsalis for the UK – discuss investor…
- Bondcast - The Rates Podcast
Are the stagflation and policy mistake narratives overdone?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Tinker, Taper, Steeper, Sigh
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
For monetary policy hawks, birds of a feather flock together – except for the ECB
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giovanni Zanni for Europe, Theo Chapsalis for the UK, and Jan Nevruzi…
- Bondcast - The Rates Podcast
Are investors and central banks diverging on the path towards monetary policy tightening?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Should investors be worried about central bank missteps?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Green gilts, corporate inflation fears, and US political deadlock
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
How hauliers, energy prices, and politics are driving rates markets
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Central banks are getting spooked by inflation – should investors be worried?
In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for…
- Bondcast - The Rates Podcast
Upcoming central bank meetings, European inflation and other potential surprises in rates
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode…
- Bondcast - The Rates Podcast
What could the upcoming ECB meeting & US jobs reports mean for markets?
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Giles Gale for Europe and John Briggs for the US – discuss shifting ECB…
- Bondcast - The Rates Podcast
Bondcast: should markets expect higher yields from here?
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode…