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 closer look at what Fed Chair Jerome Powell’s "dovish defence" means for rates going forward, and discuss the enduring hawkishness of European Central Bankers. 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 questi...
Jun 22, 2023•31 min
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) rate hike decision. They also look ahead to the Bank of England meeting next week. 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 – ...
Jun 16, 2023•33 min•Ep. 121
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 and share their views on what markets should expect. 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.com...
Jun 08, 2023•30 min
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 this past week and discuss the outlook for rates markets from here. 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 bondca...
Jun 01, 2023•31 min
In the latest episodes of Bondcast, Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into the latest inflation dynamics and discuss potential implications for the rates outlook. 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.com. NB: This was recorded on 2...
May 26, 2023•20 min•Ep. 118
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 income. They also dig into what the latest UK labour market data could mean for rates and the Bank of England’s policy tightening path. 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...
May 19, 2023•23 min•Ep. 117
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 rates markets from here. They also take a closer look at the implications of the latest US Core Price Inflation (CPI) print for bond markets, and discuss potential risks around sovereign ratings downgrades in Europe. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so i...
May 12, 2023•24 min•Ep. 116
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 different rate hikes were delivered in the US and Europe and discuss the potential implications for bond markets from here. 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...
May 05, 2023•29 min•Ep. 115
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 Reserve and European Central Bank meetings and discuss the trajectory of rates from May onward. 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 Reserve and European Central Bank meetings and discuss the trajectory of rates from May onward...
Apr 27, 2023•30 min
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 monetary policy decisions at key central bank meetings in May – and beyond. 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 ...
Apr 20, 2023•24 min
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 delve into some of the key takeaways for bond markets from the International Monetary Fund (IMF) Spring meetings this past week. 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 ...
Apr 13, 2023•33 min
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 implications of pension sector reform in the UK, and the impact of political currents on rates markets in Europe. 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, re...
Apr 05, 2023•26 min
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 and Fed meetings and take a closer look at the trajectory of rates from here. 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 em...
Mar 23, 2023•34 min
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss central bank decision-making following a week that saw financial instability take centre stage in global 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.com. NB: This...
Mar 16, 2023•27 min
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, the latest thinking from Fed Chair Jerome Powell, and our perspectives on the upcoming European Central Bank meeting. 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...
Mar 09, 2023•30 min
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 of upcoming data prints on our views in Europe and the US. 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@natw...
Mar 02, 2023•25 min
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 stronger data doesn’t imply a more hawkish policy path than markets are pricing. 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 ...
Feb 24, 2023•24 min
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 supply. 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.com. NB: This was recorded on 16 February 2023. Fo...
Feb 16, 2023•25 min
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Joann Spadigam share their perspectives on how markets should interpret the hawkish hints dropped by central bankers in recent days and look ahead to some key data releases in the weeks 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 directl...
Feb 09, 2023•23 min
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 latest round of hikes mean for the path of interest rates from here. 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 bon...
Feb 02, 2023•24 min
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 key risks to the outlook. 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.com. NB: This was recorded on ...
Jan 26, 2023•32 min
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 including the Bank of Japan's commitment to yield curve control, new data prints in the UK, falling energy costs, the US debt ceiling, and supply. 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 ...
Jan 20, 2023•30 min
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 impact on monetary policy, and what all that means for 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, reach out directly or on Bloomberg – or email bondcas...
Jan 12, 2023•24 min
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 of 2023. 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 5 January 2023. F...
Jan 06, 2023•25 min
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 for fixed income markets heading in to 2023. 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...
Dec 15, 2022•29 min
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 central bank meetings in the week 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.com. NB: This was...
Dec 09, 2022•24 min
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 in the UK, and what the odd price action in Europe says (and doesn't say) about the bigger picture. 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...
Dec 01, 2022•18 min
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 income markets in 2023. 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 21 Nov...
Nov 23, 2022•21 min
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 Europe, and look ahead to the UK Budget announcement and slew of data releases in the week 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 o...
Nov 10, 2022•28 min
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 take a closer look at what fixed income markets should expect heading into December. 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 Bloomber...
Nov 04, 2022•26 min
