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 ‘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 directly or on Bloomberg – or email [email protected]. NB: This was recorded on 13 October 2022. 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 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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 6 October 2022. 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 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 answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 29 September 2022. 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 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: This was recorded on 22 September 2022. For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html.

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 to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 15 September 2022. 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 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 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 directly or on Bloomberg – or email [email protected]. NB: This was recorded on 8 September 2022. 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 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 ‘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 directly or on Bloomberg – or email [email protected]. NB: This was recorded on 18 August 2022. 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 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 it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 11 August 2022. 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 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 any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 4 August 2022. 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 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 to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 28 July 2022. 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