NatWest Corporates and Institutions

Bondcast - The Rates Podcast

Business EN ↓ 221 episodes

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.

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NatWest Corporates and Institutions

Episodes

Detours on the path towards normalisation 12.01.2022 19:47

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss our revised US monetary policy outlook, and the impact of a huge shift in UK and European inflation expectations on markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available....

A hawkish surprise, supply dynamics, and quantitative tightening 07.01.2022 26:45

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – share their views on how markets are responding to the latest Fed minutes, Q1 bond supply and pricing dynamics in Europe and the UK. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available....

The hawks are winning at Angry Birds – what does this mean for rates markets in early 2022? 16.12.2021 24:54

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the final central bank meetings of the year in each region and share their views on key implications for fixed income in 2022. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available...

What we expect from the big three central banks in December and how markets could react 09.12.2021 13:48

In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – share their expectations for what the European Central Bank, the Fed, and the Bank of England will discuss at their final meetings of 2021 and how markets could react. Remember to hit ‘subscribe’ so you can listen to our latest episo...

Year Ahead Edition: What does 2022 hold for rates & currencies? 25.11.2021 18:49

In this special Year Ahead episode of Bondcast, Imogen Bachra, Giles Gale, and Paul Robson share their perspectives on the global rates & currencies outlook for 2022. 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...

Why we may see higher yields yet 18.11.2021 12:22

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Theo Chapsalis for the UK – discuss investor sentiment around the Bank of England and the rate rise trajectory, and help make sense of big shifts in European rates markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you ha...

Are the stagflation and policy mistake narratives overdone? 11.11.2021 22:59

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the latest US inflation figures, market pricing in Europe, and the upcoming (and record-setting) UK inflation-linked gilt issuance. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re ava...

Tinker, Taper, Steeper, Sigh 05.11.2021 24:41

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – debrief after a busy week of central bank meetings that saw the US Treasury tweak its refunding programme (Tinker), the Fed announce it will start to pull back on asset purchases (Taper), volatile spreads and steepening yields curve...

For monetary policy hawks, birds of a feather flock together – except for the ECB 28.10.2021 23:53

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giovanni Zanni for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – debrief on the latest European Central Bank (ECB) meeting, discuss what markets should expect at the Bank of England (BoE) and Federal Reserve meetings in November, and assess the US refunding outlook. Remember to hit ‘subscrib...

Are investors and central banks diverging on the path towards monetary policy tightening? 22.10.2021 22:06

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss what bond investors should make of recent market volatility amidst (potentially) shifting central bank reaction functions. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. A...

Should investors be worried about central bank missteps? 15.10.2021 19:49

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the latest round of market volatility and potential risks facing bond markets in the months ahead. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questi...

Green gilts, corporate inflation fears, and US political deadlock 08.10.2021 24:07

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the UK green gilt programme, corporate concerns over inflation & supply chains, and the path out of US political deadlock. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re availabl...

How hauliers, energy prices, and politics are driving rates markets 29.09.2021 24:07

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US take a closer look at how haulier shortages, spiking energy prices, and US politics are feeding into rates markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any...

Central banks are getting spooked by inflation – should investors be worried? 23.09.2021 20:12

In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – digest a busy week of central bank meetings and discuss what it means 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 othe...

Upcoming central bank meetings, European inflation and other potential surprises in rates 16.09.2021 13:57

Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss potential developments that could arise from the fed meeting, inflation trends in Europe and other sur...

The ECB takes some PEPP out of its step – what does that mean for markets? 09.09.2021 12:55

What could the upcoming ECB meeting & US jobs reports mean for markets? 02.09.2021 19:10

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Giles Gale for Europe and John Briggs for the US – discuss shifting ECB views in the run up to next week’s meeting and the likely impact of forthcoming US jobs data on rates 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...

Bondcast: should markets expect higher yields from here? 27.08.2021 21:53

Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. 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 the US fiscal outlook and debt ceiling season, the right time to turn bea...

Bondcast: monetary policy hawks are circling but bond yields are falling… why? 26.08.2021 18:31

Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs steps in for Imogen Bachra, and along with the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – dives into the Bank of England’s quantitati...

Bondcast: as central banks gear up to tighten, will the economy throw markets a yield curveball? 26.08.2021 26:34

Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discusses the latest inflation & jobs data out of the US, and recent shifts i...

Bondcast: labour, inflation, or politics – what’s ultimately going to move bond markets in September? 26.08.2021 19:39

Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and Jan Nevruzi for the US – discuss the upcoming Jackson Hole symposium, the latest UK inflation & labour data, and German electi...