In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins discuss the latest economic data out of the US, deconstruct Fed Chair Jerome Powell's (fairly hawkish) recent speech, and get into the potential implications for markets in the months ahead. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 1 December 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please ..read more

In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins discuss the latest inflation surprise in the US and what it could say about the path of prices in the weeks and months ahead. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 10 November 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporate ..read more

John Briggs talks to rates strategist Imogen Bachra on why we think recent policy pivots won’t really change the overall picture for net bond supply.  Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 13 October 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html ..read more

In the latest episode of the Weekly Watch, John Briggs and Ross Walker take stock of a busy week in UK markets and discuss the outlook for monetary policy, growth, FX, and investor sentiment following the Chancellor's mini budget announcement. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 29 September 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disc ..read more

In the latest episode of the Weekly Watch, Brian Daingerfield and Kevin Cummins discuss the outlook for US growth and inflation, and take a closer look at what to expect from next week's Jackson Hole Economic Symposium. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 18 August 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.n ..read more

In the latest episode of the Weekly Watch, Brian Daingerfield takes a closer look at the impact of softer US inflation on markets, what it might mean for the Fed in September, and the path forward for inflation globally in the weeks ahead. NB: This was recorded on 11 August 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html ..read more

In the latest episode of the Weekly Watch, John Briggs and Paul Robson discuss the recent UK Bank Rate hike, the Bank of England's ominous growth forecast, and the impact on our currency views. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 4 August 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/discla ..read more

In the latest episode of the Weekly Watch, John Briggs and Ross Walker dive into what we expect from the Bank of England when it meets the first week of August, the path for quantitative tightening, and market implications. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 28 July 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www ..read more

In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins take a closer look at what to expect from the Fed against a backdrop of a larger-than-expected interest rate hike in Europe and a concerning inflation environment. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 21 July 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here ..read more

In the latest episode of the Weekly Watch, John Briggs and Paul Robson discuss the impact of energy market dynamics and geopolitics, dollar strength, and concerns about the economic outlook on G3 FX performance. Remember to hit ‘subscribe’ 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. NB: This was recorded on 14 July 2022.  For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest ..read more