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
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21:13
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21:13
Bond markets go back to school
As the Bondcast team returns from summer, they discuss recent movements in rates markets, focusing on fiscal concerns in the UK, expectations for the upcoming Autumn Budget, the outlook for the US economy and Federal Reserve policy, political risks in France, and expectations for the European Central Bank's next meeting. To read Oriane's take on French political risk, click https://www.natwest.com/corporates/insights/markets/political-standoff-in-france-scenarios-and-market-implications.html 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 4 September 2025, and captions are automatically generated. For any terms used please refer to our glossary:https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here:https://www.natwest.com/corporates/disclaimer.html
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27:36
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27:36
A cut for UK rates in August, but will the Fed follow suit in September?
It wasn't the first cut in the cycle, nor at 25 basis points was it the deepest, but there was still plenty to talk about following the Bank of England's (BoE's) reduction to the Base Rate. In this episode, Joann Spadigam is joined by Paul Robson and Ian Vanderhorn to discuss a surprisingly hawkish cut by the BoE, and what impact recent payrolls data in the US might have on the Federal Reserve. They also address the economic outlook for Europe, particularly political risks emanating from France.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 7 August 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
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18:35
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18:35
A hold in the US, but the devil is in the details
This week Joann Spadigam, Kevin Cummins and Ian Vanderhorn focus on the Federal Reserve's decision to hold rates in the US. They analyse the stance on interest rates, inflation and labour market conditions, as well as the US Treasury's borrowing plans. Lastly they discuss European bond curves and share their views on whether the Bank of England will cut rates next week. 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 31 July 2025For 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
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23:04
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23:04
Central bank spotlight
This week, it's all about central banks. Host Joann Spadigam is joined by Paul Robson and Deepika Dayal to discuss the ECB's recent interest rate hold, expectations for the upcoming US Federal Reserve rate decision and the next Bank of England monetary policy decision in August. They also talk trade and delve into US labour data.Remember to 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 July 2025.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