Bondcast - The Rates Podcast

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.
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NB: This was recorded on 21 November 2022.
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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.
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NB: This was recorded on 10 November 2022.
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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.
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NB: This was recorded on 3 November 2022.
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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.
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NB: This was recorded on 27 October 2022.
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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.
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NB: This was recorded on 20 October 2022.
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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.
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NB: This was recorded on 13 October 2022.
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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.
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NB: This was recorded on 6 October 2022.
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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.
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NB: This was recorded on 29 September 2022.
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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.
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NB: This was recorded on 22 September 2022.
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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 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 bondcast@natwest.com.
NB: This was recorded on 30 November 2022.
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