Geopolitics, markets and military might

Welcome to a special edition of Bondcast, where we dive into the geopolitical events shaping markets. Host Imogen Bachra is joined by Scott Livingstone, NatWest Group’s international advisor, and Bondcast regular Joann Spadigam, to discuss the intersection of geopolitics and interest rates.

Key topics include the possible Russia-Ukraine peace deal, the future of European defence spending, China’s strategic silence and the Iran factor.

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NB. This episode was recorded on 26 February 2025

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