Bondcast - The Rates Podcast

NatWest Corporates and Institutions
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Bondcast - The Rates 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. 8 NOV.

    US election special: what the Trump victory means for markets (8 November '24)

    This week it’s a podcast crossover, as Imogen Bachra and Brian Daingerfield deliver a Bondcast-meets-Currency Exchange special. High on the agenda is what the magnitude of Donald Trump’s election victory means for currencies and policy rate decisions, both in the near and long-term, as the US faces tax cuts and importers look set for tariffs. Away from the polls, both the Fed and the Bank of England cut rates this week by 25 basis points. To what extent were they both doing so with revised ou...

    32 min

  2. 1 NOV.

    UK Budget breakdown, euro news and the Fed’s post-election mindset (1 November '24)

    Join host Joann Spadigam, and guests Deepika Dayal and Ross Walker as they analyse a busy week for rates markets. In the UK, markets are processing a higher than expected set of Government borrowing needs, so what might this mean for the Bank of England’s terminal rate in 2025? And in the EU, the European Central Bank (ECB) may also look to cut less aggressively next year. Meanwhile, in the US there’s a presidential election/Fed decision mashup for markets to consider, with both long- and sho...

    22 min

  3. 25 OCT.

    Betting markets, a big Budget and a dovish shift

    This week Imogen Bachra is joined by Brian Daingerfield and Giovanni Zanni to discuss rates moves in the US, the UK and Europe. What was an un-callable US presidential race based on polling data has become a tussle in betting markets, with Trump the clear favourite. Meanwhile in the UK, the prospect of new fiscal rules is giving markets something to think about, and in Europe dovish tones are affecting the rates outlook. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen ...

    32 min

  4. 18 OCT.

    Data dependence, dovishness and the devils in the details

    The European Central Bank (ECB) surprised few by cutting its base rate by 25 basis points (bp) on Thursday, but was there anything to learn from the messaging around its decision? This week host Imogen Bachra and Joann Spadigam scrutinise the latest from rates markets and central banks, where data dependence on inflation remains à la mode in the UK and Europe. Lastly, they look ahead to British Chancellor Rachel Reeves' first Budget, and whether the market may be surprised by the overall fund...

    15 min

  5. 11 OCT.

    US inflation data, higher UK yields and eurozone analysis

    This week the Bondcast team unpicks higher-than-expected Consumer Price Index data in the US, and shares where they think rates will go from here. In the UK, recent yield increases have met our targets, but how might upcoming data next week affect the curve? They also debrief on the French Budget and look ahead to the next European Central Bank decision on rates. This episode was recorded on 10 October 2024.For any terms used please refer to https://www.natwest.com/corporates/insights/ma...

    32 min

  6. 4 OCT.

    New UK fiscal frets and old French fears

    This week Imogen Bachra and Joann Spadigam ruminate about rates markets on either side of the Channel. In the UK, markets appear to be waking up to fiscal concerns, and have had to take into account recent remarks from Bank of England governor Andrew Bailey. Meanwhile, how might the euro area's falling inflation affect future decisions on rates? Finally, to France, where markets are waiting for next week's budget. This episode was recorded on 3 October 2024.For any terms used please refe...

    26 min

  7. 27 SEPT.

    European spreads, a Labour conference and new US data (27 September '24)

    This week, host Joann Spadigam is joined by Deepika Dayal and Ross Walker to discuss all things rates. In Europe, what is the market's attitude towards October's European Central Bank meeting, and what is happening to spreads in euro-denominated debt? In the UK the Labour conference had analysts pouring over signs for a shift in fiscal policy, while the Fed's focus on employment numbers takes centre stage in the US.This episode was recorded on 26 September 2024.For any terms used please refer...

    23 min

  8. 20 SEPT.

    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
Tout afficher (150)

À propos

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.

Informations

  • Création
    NatWest Corporates and Institutions
  • Années d’activité
    2021 - 2024
  • Épisodes
    150
  • Classification
    Tous publics
  • Copyright
    © 2024 Bondcast - The Rates Podcast
  • Site web de l’émission
    Bondcast - The Rates Podcast

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