This week, host Joann Spadigam and guests explore a change in the fortunes of fixed-income assets, led by gilts and comments from the Bank of England on monetary policy. They also delve into the political landscape in France, highlighting the challenges faced by the new government during the budget season. Plus ça change. Finally, they address the supply-demand dynamics in European markets, emphasising the role of overseas buyers and the concerns regarding duration mismatch in bond issuance.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 16 October 2025, and captions are automatically generated.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
-------- Â
18:36
--------
18:36
Our take on the crises in France and the US
With fresh turmoil in the French parliament, this week's host Ian Vanderhorn is joined by guest Oriane Parmentier to talk about what might happen in the days ahead. They also analyse the likely path of OATs and how markets may react to further news. Lastly, they discuss the government shutdown in the US.This episode was recorded on 9 October 2025, and captions are automatically generated.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
-------- Â
12:42
--------
12:42
What to make of the US shutdown
This week host Joann Spadigam is joined by Ian Vanderhorn to analyse what the US Government shutdown means for markets, and the data they rely on. They also delve into the political dynamics behind the shutdown, and the reaction in markets. But it's not all about the US... they also focus on the impact of pension fund transitions in Europe and what this means for bond markets there.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 2 October 2025, and captions are automatically generated.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
-------- Â
16:51
--------
16:51
No alarms and no surprises
In this episode of Bondcast, host Ian Vanderhorn and guests discuss recent monetary policy decisions made by the Bank of England (BoE) and the Federal Reserve. And while the policy rates delivered few surprises, there is still much for markets to think about. Paul Robson provides insights into the BoE's interest rate hold and the adjustments in quantitative tightening, while Ian analyses the Fed's recent rate cut, its forward guidance, and whether markets are in line. Finally, Oriane Parmentier concludes with an update on the German DMO's funding strategy and its impact on market dynamics.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 18 September 2025, and captions are automatically generated.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
-------- Â
19:31
--------
19:31
Mixed messages from global central banks
This week host Joann Spadigam is joined by Oriane Parmentier and Ian Vanderhorn to discuss key economic indicators and political developments affecting major markets. They focus on the ECB's dovish stance, challenges in France's budget negotiations, the potential for snap elections, Fitch's rating review of France and the current state of the US labour market and inflation. They also discuss expectations for Fed and Bank of England meetings, highlighting the implications of these factors on interest rates and 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 11 September 2025, and captions are automatically generated.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 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.
Ireland