Bondcast - The Rates Podcast

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Joann Spadigam share their perspectives on how markets should interpret the hawkish hints dropped by central bankers in recent days and look ahead to some key data releases in the weeks ahead. 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after a busy week of global central bank meetings, and discuss what the latest round of hikes mean for the path of interest rates 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins share their expectations for a busy week of global central bank meetings and key risks to the 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 dig into an expansive set of factors driving fixed income markets this week including the Bank of Japan's commitment to yield curve control, new data prints in the UK, falling energy costs, the US debt ceiling, and supply. Remember to hit ‘follow’ so you can listen to our latest episodes as soon as they’re available...

In the latest episode of Bondcast, Giles Gale, Ross Walker and Jan Nevruzi take a look at some of the factors shaping the inflation outlook, the potential impact on monetary policy, and what all that means for fixed income. 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 have any...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss some of the big drivers for fixed income markets in the first few weeks of 2023. 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 have any questions you’d like answered on the podcast, reach out...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after a busy week of central bank meetings and discuss the implications for fixed income markets heading in to 2023. 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 have any questions you’d like...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the key factors for markets to watch ahead of a trifecta of important central bank meetings in the week ahead. 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 have any questions you’d like answe...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US data print, the unwinding of post-mini budget bond buying in the UK, and what the odd price action in Europe says (and doesn't say) about the bigger picture.  Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so...

In this special Year Ahead episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss their views on the big themes and events driving fixed income markets in 2023. 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 have any questions you’d like answered on the podcast,...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US inflation print and the impact on investor sentiment in Europe, and look ahead to the UK Budget announcement and slew of data releases in the week ahead.   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 oth...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after a busy week of central bank meetings and interest rate hikes, and take a closer look at what fixed income markets should expect heading into December. 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 other...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after the European Central Bank meeting and look ahead at what to expect from the Bank of England and the Fed next week. 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 have any questions you’d...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi digest the latest twist in the UK political landscape and take a closer look at what the start of quantitative tightening could mean for bond 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...

The UK continues to dominate global markets, but it is not quiet elsewhere either. In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi demystify what fiscal u-turns, buybacks still-high US inflation and central bank rhetoric signal for rates investors. 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, Giles Gale, and Jan Nevruzi take a closer look at rising yields in the UK, renewed discussion of central bank policy pivots in the US, and talk through our new bund yield forecast. 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. A...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after a volatile week in UK markets to understand the global, medium-term implications of recent policy moves there. 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 have any questions you’d like...

In this special crossover episode of Bondcast and the Weekly Watch, John Briggs, Jan Nevruzi, and Paul Robson debrief after a series of (very different) interest rate hikes in the US and UK, and discuss the impact on bond markets and FX.  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. NB:...

In the latest episode of Bondcast, Giles Gale, Jan Nevruzi, and Ross Walker discuss how the latest US inflation print, the UK fiscal outlook, and euro area energy policy could affect the monetary policy outlook -- and key implications for bond markets. 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the European Central Bank's latest presser, explore impact of the Truss government's energy support package on gilt supply and the rates outlook, and share a sneak peek at what investors can expect from next week's US inflation print. Remember to hit ‘subscribe’ so you can watch our latest episodes...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi dig into a deluge of recently released data, discuss the potential impact of more fiscal firepower in the UK on gilt supply and rates, and read the tea leaves on the pace of rate hikes in the euro area. 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, Giles Gale, and Jan Nevruzi take a closer look at how bond markets are digesting the latest US inflation print, the path for interest rates in the UK, and the potential impact of volatile global energy prices on fixed income. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so...

In the latest episode of Bondcast, Imogen Bachra and Jan Nevruzi discuss the latest Bank of England meeting and what the Bank Rate hike means for markets and future monetary policy, and digest the recent snapback in US rates. 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 have a...

In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giovanni Zanni digest the latest Fed meeting and discuss the path for future rate hikes, the European political landscape, and our expectations for the August Bank of England meeting. 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...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giovanni Zanni debrief after the latest European Central Bank (ECB) meeting, dive into a deluge of recently released UK data, and take bets on whether the Fed will changed course on the road to higher interest rates. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit t...