Bondcast - The Rates Podcast

This week, Imogen Bachra is joined by Joann Spadigam and Stuart Sparks to talk the hawk following recent Bank of England and Fed interest rate decisions. They also examine the political landscape in Germany and its potential impact on fiscal policy, as well as the European Central Bank's stance in light of current market expectations. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 08 May 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

In this episode Imogen Bachra and Brian Daingerfield discuss the latest developments in tariffs, the future of Fed chair Jerome Powell, and the recent UK gilt remit revision. They explore how market reactions are influenced by tariff negotiations, the implications of Powell's potential removal, and the Bank of England's approach to monetary policy amid changing economic conditions.  Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 24 April 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

This week host Imogen Bachra is joined by Brian Daingerfield, Stuart Sparks and Joann Spadigam to discuss rates and FX markets in the UK, US and Europe. What can we expect next, and where might we go from here in terms of central bank monetary policy decisions?  Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 10 April 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

In this crossover episode of Bondcast and Currency Exchange, Imogen Bachra is joined by Brian Daingerfield and Oriane Parmentier to discuss all things tariffs, and the political situation in France. It's not just markets that are surrounded by uncertainty. How the Fed will dictate interest rates now seems less clear than it did just a few weeks ago, owing to likely higher inflation alongside weaker growth expectations. In France meanwhile, will Marine Le Pen's criminal conviction lead to a crisis? Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 3 April 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

This week Imogen Bachra, Joann Spadigam and Stuart Sparks discuss the UK Spring Statement, its implications for the UK fiscal situation, and the upcoming tariff announcements affecting Europe. They also analyse the latest profit and productivity data from the US, providing insights into market reactions. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 27 March 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html