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 from the Bank of England and the Fed next week. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB...
Oct 27, 2022•33 min
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 what the start of quantitative tightening could mean for bond markets. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email b...
Oct 20, 2022•28 min
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 Nevruzi demystify what fiscal u-turns, buybacks still-high US inflation and central bank rhetoric signal for rates investors. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcas...
Oct 14, 2022•19 min
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 policy pivots in the US, and talk through our new bund yield forecast. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email...
Oct 07, 2022•24 min
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 implications of recent policy moves there. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: Th...
Sep 29, 2022•26 min
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) interest rate hikes in the US and UK, and discuss the impact on bond markets and FX. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 22 September 2022. For any terms used please refer to this glossary: https://www...
Sep 23, 2022•13 min
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 energy policy could affect the monetary policy outlook -- and key implications for bond markets. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on...
Sep 15, 2022•24 min
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 government's energy support package on gilt supply and the rates outlook, and share a sneak peek at what investors can expect from next week's US inflation print. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any qu...
Sep 08, 2022•27 min
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 fiscal firepower in the UK on gilt supply and rates, and read the tea leaves on the pace of rate hikes in the euro area. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podc...
Aug 19, 2022•25 min
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 print, the path for interest rates in the UK, and the potential impact of volatile global energy prices on fixed income. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, r...
Aug 12, 2022•23 min
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 future monetary policy, and digest the recent snapback in US rates. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondc...
Aug 04, 2022•16 min
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, the European political landscape, and our expectations for the August Bank of England meeting. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on...
Jul 29, 2022•29 min
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 deluge of recently released UK data, and take bets on whether the Fed will changed course on the road to higher interest rates. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the p...
Jul 21, 2022•20 min
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 supplies, and UK political volatility on rates markets. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.co...
Jul 15, 2022•31 min
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 latest ECB minutes, and our revised outlook for US rates. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwes...
Jul 08, 2022•23 min
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 inflation prints, and discuss the impact of recessionary risks on rates. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bond...
Jul 01, 2022•28 min
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 behaviour this week. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 23 J...
Jun 24, 2022•27 min
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 bank meetings. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 16 June 2022...
Jun 17, 2022•33 min
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 expect from the Bank of England and the Fed in June. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. ...
Jun 10, 2022•31 min
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 latest US Fed minutes, and monetary policy in Europe. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.co...
May 26, 2022•21 min
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 data, the pace of US rate hikes, and the impact of the end of quantitative tapering in Europe. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on B...
May 20, 2022•17 min
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 Europe and the UK. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 11 Ma...
May 13, 2022•22 min
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 on European Central Bank policy in the months ahead. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.c...
May 06, 2022•26 min
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 meetings, and the impact of growth concerns on the stagflation debate. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bon...
Apr 28, 2022•30 min
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 play out for markets, and discuss why the US is bucking the trend. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondca...
Apr 22, 2022•26 min
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 global inflation dynamics, and the risk landscape in Europe. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@na...
Apr 14, 2022•29 min
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 bond markets. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 7 April 2022....
Apr 08, 2022•24 min
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 impact of higher inflation on yield curves, bond supply and pricing, and economic growth expectations. Remember to hit ‘follow’ so you can watch our latest episodes as soon as they’re available. NB: This was recorded on 30 March 2022. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/gloss...
Mar 31, 2022•19 min
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 supply, renewed inflationary pressures, and the revised gilt supply forecast. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or e...
Mar 24, 2022•20 min
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 heels of the latest Bank of England and Fed meetings, and the implications for bond markets. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on ...
Mar 18, 2022•27 min
