Bondcast - The Rates Podcast
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.
Podcasting since 2021 • 157 episodes
Bondcast - The Rates Podcast
Latest Episodes
A hold, a cut and pension fund tweaks
This week Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk all things rates and, uniquely for the team, how change may be afoot for pensions in the Netherlands and the UK. While the Fed predictably held rates in the US, the E...
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31:32
Dilemmas, Donald and de-risking
This week the Bondcast team discusses strong wage inflation data in the UK, which, combined with sluggish output growth, poses a policy dilemma for the Bank of England. Elsewhere they examine recent US data, Donald Trump’s plans and whether the...
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13:53
“One swallow doesn’t make a summer” (16 January '25)
With soft-ish inflation prints in the UK and beyond, are we at the start of a trend? Separating the signals from the noise this week are host Imogen Bachra, Deepika Dayal and Joann Spadigam, who share news and views on all things rates - includ...
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26:49
Rising borrowing costs in the UK, but is it alone?
It’s early 2025 and yields are as high as December’s party spirits. This week host Imogen Bachra is joined by Kevin Cummins and Joann Spadigam to talk UK government bond moves, a cutting-cautious Fed, and a dovish European Central Bank keen to ...
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29:31
The three kings of central banking: ECB, Fed and BoE
Following a 25 basis point cut by the European Central Bank (ECB), host Joann Spadigam is joined by Kevin Cummins and Ross Walker to dissect the nuance of central bank positions. As we enter 2025, how are markets thinking about key economic dat...
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15:32