Bondcast - The Rates Podcast

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the impact of the latest US inflation print, fears over European gas supplies, and UK political volatility on rates 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 q...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the market reaction to the political drama that unfolded in the UK, the latest ECB minutes, and our revised outlook for 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 any questio...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi read the tea leaves on Sintra central banking conference, digest the latest inflation prints, and discuss the impact of recessionary risks on 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi talk about the hand-off from inflation to growth as the big theme driving market behaviour this 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 like answered on the podcas...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi make sense of the latest bout of market volatility following a trio of central bank meetings. 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins digest the European Central Bank's recent hawkish shift and discuss what to expect from the Bank of England and the Fed in June. 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the impact of a fresh UK fiscal injection on the outlook for bonds, the latest US Fed minutes, and monetary policy in Europe. 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 y...

In this special crossover episode of Bondcast and The Weekly Watch, John Briggs, Giles Gale, and Jan Nevruzi discuss the latest UK inflation prints and job data, the pace of US rate hikes, and the impact of the end of quantitative tapering in Europe. 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 t...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US inflation print and share perspectives on market pricing in Europe and the UK. 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 most recent Fed and Bank of England meetings, and read the tea leaves on European Central Bank policy in the months 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at what we expect from the upcoming Fed and Bank of England meetings, and the impact of growth concerns on the stagflation debate. 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...

In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at how the shift higher in UK and European bond yields might play out for markets, and discuss why the US is bucking the trend. 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 an...

In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giovanni Zanni take a closer look at how markets (and central banks) are digesting shifting global inflation dynamics, and the risk landscape in Europe. 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 que...

In the latest episode of Bondcast, Imogen Bachra and Giles Gale discuss the most recent Fed minutes release and potential implications for other regions and 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 to find. And if you have any questions you’d like answered on the podcast, reach...

In the latest episode of Bondcast, Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of higher inflation on yield curves, bond supply and pricing, and economic growth expectations. Remember to hit ‘follow’ so you can watch our latest episodes as soon as they’re available. NB: This was recorded on 30 March 2022.  For an...

Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Brian Daingerfield for the US – discuss the resurgence in European bond supply, renewed inflationary pressures, and the revised gilt supply forecast. 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...

Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss central bank rate forecasts hot off the heels of the latest Bank of England and Fed meetings, and the 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...

Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe, Jan Nevruzi for the US, and special guest Brian Daingerfield – discuss the European Central Bank’s hawkish surprise, what to expect from the Fed, and the outlook for oil & gas. 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...

John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of the Ukraine invasion on bond markets, central banks, and what recent market dynamics suggest about the path for volatility in the days and weeks to come.  Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’...

Could the escalating crisis in Ukraine sway central banks to tweak their monetary tightening plans? Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of rising geopolitical risk on market pricing and central bank policy expectations.  Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re a...

It’s been a week full of policy chatter across the globe.  Get our take on next central bank rate moves and how markets might react from the NatWest Markets team of specialists – Giovanni Zanni for Europe, Ross Walker for the UK and Jan Nevruzi for 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 for o...

In this episode of Bondcast, guest host John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss whether markets are fairly pricing the rate hike and inflation outlook.  Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach...

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of specialists – Ross Walker for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss our new rate hike expectations across the G3 and potential implications for bond markets.  Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d l...

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss our new rate hike expectations in the US, potential implications for UK and European bond markets, and rising geopolitical volatility.  Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re avai...

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss big bund market shifts on the horizon and inflation dynamics in the UK and 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 for others to find. And if you have...