Bondcast - The Rates Podcast

Following a three-week summer break, Bondcast is back. Host Imogen Bachra is joined by Joann Spadigam and Jan Nevruzi to catch up on what happened while we were away. Looking ahead, they discuss prospects for next week’s European Central Bank (ECB) meeting, changes in the US yield curve, and how many times the Monetary Policy Committee (MPC) minutes refer to wage growth – which is a lot. Remember...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after yet another base rate hike from the Bank of England. They also discuss US bond supply, inflation dynamics in Europe – and the impact on fixed income markets as we move through the final weeks of summer. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit t...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale take stock of the latest rate hikes from the Fed and the European Central Bank and discuss the trajectory for rates going forward. They also look ahead to the Bank of England meeting in the week ahead. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘...

In the latest episode of Bondcast, Imogen Bachra, Joann Spadigm, and Jan Nevruzi discuss the impact of the recent downside UK inflation surprise on the fixed income outlook. They also take a closer look at what markets should expect from the upcoming European Central Bank and Fed meetings. Remember to hit ‘follow’ so you can listen to our latest episodes as soon as they’re available – and hit the...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss our latest views on inflation and potential implications for the fixed income outlook in the months ahead. 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 lik...

In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giles Gale discuss shifting rate hike expectations in the UK, the impact of the latest US data deluge on market expectations, and potential fixed income market risks to look out for in Europe as we move into summer. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit...

In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins and Joann Spadigam examine central bankers’ comments in Sintra, Portugal. They also discuss the flattening of yield curves in the UK and look at how markets reacted to new employment data in the US. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs  debrief after the Bank of England's surprise Bank Rate hike. They also take a closer look at what Fed Chair Jerome Powell’s "dovish defence" means for rates going forward, and discuss the enduring hawkishness of European Central Bankers.  Remember to hit 'follow' so you can listen to our latest...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after the Fed's "Freudian Skip" and the European Central Bank's (ECB) rate hike decision. They also look ahead to the Bank of England meeting next week.  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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock ahead of the Fed and European Central Bank (ECB) meetings next week and share their views on what markets should expect. 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 qu...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock of the key themes and events driving the global fixed income rally this past week and discuss the outlook for rates markets from here. 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 y...

In the latest episodes of Bondcast, Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into the latest inflation dynamics and discuss potential implications for the rates outlook. 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at the latest US debt ceiling drama and the impact on fixed income. They also dig into what the latest UK labour market data could mean for rates and the Bank of England’s policy tightening path. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available –...

In the latest episode of Bondcast, Ross Walker, Giles Gale, and Jan Nevruzi debrief after the latest Bank of England rate decision and discuss the path for rates markets from here. They also take a closer look at the implications of the latest US Core Price Inflation (CPI) print for bond markets, and discuss potential risks around sovereign ratings downgrades in Europe.  Remember to hit 'foll...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi look ahead to May's Bank of England MPC meeting. They debrief after two very different rate hikes were delivered in the US and Europe and discuss the potential implications for bond markets from here.  Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debate whether markets are right to price rate hikes at the upcoming Federal Reserve and European Central Bank meetings and discuss the trajectory of rates from May onward. In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debate whether markets are right to price rate hikes at the upcoming Fe...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins wade through the latest inflation data and discuss the potential impact on monetary policy decisions at key central bank meetings in May – and beyond.  Remember to hit ‘subscribe’ so you can watch 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock after a week of fresh central bank minutes and speeches. They also delve into some of the key takeaways for bond markets from the International Monetary Fund (IMF) Spring meetings this past week.  Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit...

In the latest episode of Bondcast, Imogen Bachra, Joann Spadigam, and Jan Nevruzi take a closer look at this weeks' labour market data in the US, the potential implications of pension sector reform in the UK, and the impact of political currents on rates markets in Europe. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘l...

In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giles Gale debrief after another volatile week. They discuss the latest Bank of England and Fed meetings and take a closer look at the trajectory of rates from here. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if y...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss central bank decision-making following a week that saw financial instability take centre stage in global markets.  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 y...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss the upcoming Spring Statement and revised gilt supply forecast in the UK, the latest thinking from Fed Chair Jerome Powell, and our perspectives on the upcoming European Central Bank meeting. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘li...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss the big drivers for UK gilt supply in the coming months, and the impact of upcoming data prints on our views in Europe and the US. 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...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale give their views on current turnaround signals, latest central bank speak and why stronger data doesn’t imply a more hawkish policy path than markets are pricing. 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...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Joann Spadigam debrief after a week of big data releases and take a closer look at bond supply.  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, re...