War, peace and rate expectations

This week, host Imogen Bachra (Head of Economics & Markets Strategy) is joined by Ian Vanderhorn (Macroeconomics Strategist) and Oriane Parmentier (European Rates Strategist) to provide a comprehensive update on recent geopolitical swings. They focus on higher oil prices, what this means for inflation, and how bond markets have reacted. Lastly, they share their expectations ahead of central bank decisions next week in the UK, Europe and the US. 

This episode was recorded on 11 March 2026.

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