Bondcast - The Rates Podcast NatWest Corporates and Institutions

This week host Imogen Bachra is joined by Kevin Cummins and Joann Spadigam to discuss how major central banks are approaching monetary policy. In the US, the Fed held rates and expectations for a cut are further adapting to strong inflation data. The picture is quite different in Europe, while in the UK, all eyes are on the Bank of England's next meeting. 
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 recorded on 2 May 2024. For any terms used please refer to our glossary:https://www.natwest.com/corporates/insights/markets/glossary.html 
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

This week Imogen Bachra, John Briggs and Joann Spadigam discuss market surprises, with strong inflation in the US, strong purchasing manager sentiment in Europe and a strong suggestion from the Bank of England's Huw Pill that UK rates may not fall before June. Aside from the immediate figures and updates, they discuss supply, long-term debt qualms and who's led by the Fed.   

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 25 April 2024. 

For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html 
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

This week host Imogen Bachra is joined by John Briggs and Joann Spadigam to discuss bond market movements. With scant evidence of grand disinflation in the US, the panel ask whether the Fed may cut rates at all this year, and what the markets may price in. In the UK, what should we make of recent inflation data which contained upside surprises, while in Europe, how acceptable are Italian and French national debt levels? 

Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available. 

NB: This was recorded on 18 April 2024. 

For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html 

Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

This week host Imogen Bachra is joined by Joann Spadigam and Deepika Dayal to pick over recent developments in bond markets. Much of the focus this week was on developments in the US, where higher than expected inflation is thwarting the Fed’s scope to cute rate this summer (we’ve revised our forecasts). Quite what this means for policies in Europe and the UK is uncertain, but divergence is the watchword.   
Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available.
N.B This was recorded on 11 April 2024. For any terms used please refer to our glossary: https://www.natwest.com/corporates/insights/markets/glossary.html 
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

This week host Joann Spadigam and Kevin Cummins review their expectations for central bank rate cuts later this year. While economic data have surprised in the US, they don't think it's enough to dramatically change the Fed's position. But with more data on the way, it's a case of wait and see. In Europe, the broad inflation news is in line with the European Central Bank's expectations, and an April cut still seems unlikely.  

Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available. 

NB: This was recorded on 4 April 2024. 

For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html 

Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

Please note that captions are automatically generated.

This week host Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk about the latest developments in the US, the UK and Europe. With rates on hold, however, there is still lots for market participants to mull over from recent central bank updates, as the risks of inflation persist. June is still on the table for the Fed's first rate cut, while at the Bank of England no member of the Monetary Policy Committee voted for a rate hike. From Europe, we hear about what clients have to say.   

Bondcast is away for Good Friday but will return on 5 April. 

Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available. 

NB: This was recorded on 21 March 2024. 

For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html 

Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

Please note that captions are automatically generated.