De-escalation helps markets, but UK yields remain high
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.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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31:48
What to make of recent market events?
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.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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38:08
The market reacts to tariffs, but where to from here?
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.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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26:27
UK Spring Statement, market signals and more
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.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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25:27
Unchanged melody?
This week, Imogen Bachra is joined by Joann Spadigam and Stuart Sparks to discuss recent interest rate decisions at the Bank of England and the Fed. They also talk the upcoming Spring Statement in the UK, fiscal developments in the Euro area, and the Federal Reserve’s announcement regarding quantitative tightening.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 20 March 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
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