Are the stagflation and policy mistake narratives overdone?
Episode description
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 the US – discuss the latest US inflation figures, market pricing in Europe, and the upcoming (and record-setting) UK inflation-linked gilt issuance.
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NB: This was recorded on 10 November 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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