Ready for retail?
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
1d ago
This week host Imogen Bachra and Joann Spadigam discuss their views on policy developments in UK and European bond markets. In the former, fiscal headroom may not have a dramatic affect on gilt issuances, even as the market is becoming more retail friendly. In Europe, the European Central Bank is growing wary of cutting rates too early, while PMI data suggests a deviation between German and France economic expectations. And how are retail issuances performing in Italy?    Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as ..read more
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After a big data week, where are markets headed next?
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
1w ago
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi and Joann Spadigam debrief after a big data week in the UK and US and discuss the impact on our rates outlook. They also take a closer look at some new thinking published this week around the ECB’s operational framework.        Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available.  NB: This was recorded on 15 February 2024.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insigh ..read more
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Dates, data and client views
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
2w ago
This week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss how their views on the market differ from the businesses they have been speaking with recently. In the UK, the data appears to support our modestly hawkish view, while in the US non-farm payroll data suggests the Fed will hold rates for now. In Europe, could French sovereign spreads be too tight, and Spanish too wide? For Italy, it's all about risk.      Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available.  NB: This was recorded on ..read more
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More clues about cuts
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
3w ago
Major central banks have been somewhat taciturn about the prospect of rate cutting, so did that change during the past week? Imogen Bachra, Jan Nevruzi and Joann Spadigam analyse recent events, data and market views in a week when the Fed and the Bank of England held rates - and explained their decisions to do so. In Europe, inflation appears to be falling faster than the European Central Bank's projections suggested, while German and Italian syndications caught many by surprise. Might Spain and Belgium be next?    Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen t ..read more
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Market reactions (and overreactions)
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
1M ago
Join host Imogen Bachra, dovish Jan Nevruzi and Joann Spadigam as they analyse the effect that central bank moves are having on bond markets. In Europe, markets seemed to have reacted strongly to a somewhat benign meeting at the European Central Bank, while in the US, all eyes are on the Fed's meeting next week. Could we see a substantial change in the policy statement? In the UK, meanwhile, all eyes are on how markets may respond to the next Monetary Policy Committee meeting.   Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon a ..read more
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All eyes on the data
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
1M ago
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they discuss how recent jobs and inflation data is affecting markets. In the UK, slightly higher than expected inflation news spurred a sell-off in bonds, while in the US, there was some strong consumer news to contend with. It's been relatively quiet of late in Europe, but there is some speculation that the European Central Bank is becoming less dovish.        Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast and navigate to natwest.com/yearahead to get our views on th ..read more
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Quantitative Tightening, fiscal questions and circling doves
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
1M ago
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they analyse the back and forth of market moves and central bank motions over interest rates. In the US, how will Quantitative Tightening sit with rate cutting? They also discuss the fiscal situation ahead of a likely election in the UK, while in Europe the overall monetary picture is becoming more dovish, amid record levels of supply.          Remember to hit  'follow’ so you can watch or listen to the latest episode of Bondcast and navigate to natwest.com/yearahead to get our views on the big themes and even ..read more
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How has 2024 started?
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
1M ago
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they examine how markets started 2024. In the US, the Fed is not giving out much new information of when interest rate cuts may begin, though it has released some more detailed notes on quantitative tightening and balance sheet rundown. In the UK, what's driving weakness in gilts, and may stickier core inflation still keep rates higher for longer? In the EU it's arguably a simpler picture, with markets poised for cuts from the European Central Bank.    Remember to hit 'follow' so you can listen to our latest episodes as soon as t ..read more
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Hold school
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
2M ago
The Bank of England (BoE), the Federal Reserve and the European Central Bank (ECB) shocked few by collectively holding rates this week, but that doesn’t mean the meetings were without their surprises. Join host Imogen Bachra, Jan Nevruzi and Joann Spadigam as they discuss how markets reacted to the news, and identify signs of when rates may begin to fall. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024. NB: Thi ..read more
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Great Expectations...
Bondcast - The Rates Podcast
by NatWest Corporates and Institutions
2M ago
well, maybe not so great, but this week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss the market mood ahead of announcements by all three of the major central banks: the Fed, the European Central Bank (ECB) and the Bank of England. Elsewhere they talk about events in money market funds and the importance of the overnight rate.  Remember to hit ‘follow’ so you can watch or listen to the latest episode of Bondcast and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.  NB: This was recorded on 6 D ..read more
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