Bondcast - The Rates Podcast

NatWest Corporates and Institutions
  • 0.0 (0)
  • BUSINESS
  • UPDATED WEEKLY
Bondcast - The Rates Podcast Podcast

In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help investment professionals shape their portfolio views on fixed income, learn how the biggest themes, trends, and events affect bond performance, and get deeper insight into rates markets including the latest analysis & research from the NatWest team.

  1. 5 DAYS AGO

    In the end, a 50 basis point cut

    This week Ross Walker and Kevin Cummins discuss central bank rates decisions in the US and the UK. Markets had all caught up by the time the Fed announced its 50 basis point cut, but remain less certain about further cuts in 2024 and how to interpret employment figures. In the UK, the Bank of England's decision to hold rates was arguably hawkish, but spurred by that familiar bugbear... high services inflation. Looking ahead, how might the UK's fiscal approach affect the terminal rate of this ...

    22 min

  2. 13 SEPT

    25 basis points or 25 basis points?

    With the cutting cycle among major central banks under way, Giovanni Zanni, Kevin Cummins and Paul Robson talk all things rates markets. Ahead of the much anticipated rate decision at the Fed next week, the mood is very much for a 25 basis point (bp) cut in the US – even if the door is open just enough to allow for 50. In the UK, the next decision on rates seems more finely balanced following a close decision to cut in August. In Europe, a further cut of 25bp on Thursday seemed almost inevita...

    21 min

  3. 6 SEPT

    US jobs jitters and finally, a French PM (06 September '24)

    In an early ode to autumn, our Bondcast trio predict a season of missed targets and not-so-mellow economic conditions. This week host Imogen Bachra is joined by Joann Spadigam and Deepika Dayal to catch up on how late summer’s fruitful developments have affected bond markets, and where they go from here. In the US, all eyes are on jobs numbers and whether the Fed will cut in 50 or 25bp clips. And in France it’s bonjour to incoming PM Michel Barnier… but will his appointment soothe the politic...

    18 min

  4. 1 AUG

    A cut and a hold before we break for summer

    It’s been a big week for rates markets. Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into the Federal Reserve’s decision to keep interest rates on hold, and whether markets are right to expect a cut as soon as September. Speaking of cuts, we take a closer look at the Bank of England’s decision to trim 25 basis points off the Bank Rate – the first cut in 4 years – and what that means for UK interest rates in the months ahead. Finally, the Bondcast crew dig into recent euro area GDP and...

    38 min

  5. 26 JUL

    Rates markets in the Veep State (26 July '24)

    Joe Biden’s withdrawal from this year’s presidential race means “Veep” Kamala Harris will likely face Donald Trump. How are markets affected? This week Imogen Bachra is joined by Brian Daingerfield and Joann Spadigam to discuss not only US politics, but the run-up to another finely-balanced interest rates decision in the UK and the impact of pension reform in France. This episode was recorded on 25 July 2024.For any terms used please refer to our glossary: https://www.natwest.com/corpora...

    34 min

  6. 19 JUL

    Summertime sadness? (19 July 2024)

    Not so good news for the doves on the Bank of England’s Monetary Policy Committee, as persistent services inflation may yet stall an August rate cut. This week Imogen Bachra and Joann Spadigam read the runes on UK and European markets, and share their views on yield curves.This episode was recorded on 18 July 2024.For any terms used please refer to our glossary: https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corpo...

    16 min

  7. 12 JUL

    No victory lap just yet (11 July 2024)

    This week host Joann Spadigam is joined by Kevin Cummins to talk rates news in Europe and the US. With more good data on inflation, might the Fed change its stance on when to reduce rates? Maybe, maybe not, but with more data on the way, it can bide its time. In France, what does the latest round of election news mean for euro spreads? Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available.This episode was record...

    23 min

  8. 5 JUL

    Politics is in focus everywhere

    While the UK election results lit few fireworks for markets, the same can’t be said of political events elsewhere. This week host Imogen Bachra is joined by Brian Daingerfield and Joann Spadigam to talk about the fiscal challenge facing the UK, in the US how betting markets view a Joe Biden victory (or drop-out) amid many permutations, and in France what we can expect from the second round of voting in the parliamentary elections.Remember to hit ‘subscribe’ or ‘follow’ so you can watch or lis...

    38 min
See All (143)

About

In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help investment professionals shape their portfolio views on fixed income, learn how the biggest themes, trends, and events affect bond performance, and get deeper insight into rates markets including the latest analysis & research from the NatWest team.

Information

  • Creator
    NatWest Corporates and Institutions
  • Years Active
    2021 - 2024
  • Episodes
    143
  • Rating
    Clean
  • Copyright
    © 2024 Bondcast - The Rates Podcast
  • Show Website
    Bondcast - The Rates Podcast

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada