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Bondcast - The Rates Podcast

NatWest Corporates and Institutions
Inflation
Bank Of England
Federal Reserve
Interest Rates
European Central Bank
Fiscal Policy
ECB
Labor Market
UK Budget
UK Fiscal Risks
Monetary Policy
Tariffs
Bond Yields
Unemployment Rate
French Politics
U.S. Employment Data
French Budget
US Federal Reserve
Gilt Yields
Trump

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.

PublishesWeeklyEpisodes190Founded4 years ago
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Latest Episodes

In this week’s Bondcast, host Joann Spadigam is joined by Paul Robson and Ian Vanderdorn to discuss rates markets. They analyse the UK’s latest inflation figures and prospects for base rate cuts, the Federal Reserve's monetary policy stance during go... more

This week, host Joann Spadigam and guests explore a change in the fortunes of fixed-income assets, led by gilts and comments from the Bank of England on monetary policy. They also delve into the political landscape in France, highlighting the challen... more

With fresh turmoil in the French parliament, this week's host Ian Vanderhorn is joined by guest Oriane Parmentier to talk about what might happen in the days ahead. They also analyse the likely path of OATs and how markets may react to further news. ... more

This week host Joann Spadigam is joined by Ian Vanderhorn to analyse what the US Government shutdown means for markets, and the data they rely on. They also delve into the political dynamics behind the shutdown, and the reaction in markets. But it's ... more

In this episode of Bondcast, host Ian Vanderhorn and guests discuss recent monetary policy decisions made by the Bank of England (BoE) and the Federal Reserve. And while the policy rates delivered few surprises, there is still much for markets to thi... more

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, ... more

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 i... more

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... more

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Hosts

Imogen Bachra
Host of the podcast and part of the NatWest Markets team specializing in rates and markets.
Joann Spadigam
European rate strategist and host, providing insights on market trends and bond performance.
Paul Robson
Global market specialist focusing on investment strategies and economic analysis.

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Talking Points

Recent interactions between the hosts and their guests.

Where there's a Bill, there's a way
Q: What did we learn from the ECB minutes and what did we learn from Cintra?
The ECB is maintaining a 2% inflation target and is likely to use more scenario analysis due to ongoing uncertainties in the market.
Where there's a Bill, there's a way
Q: How are you seeing that number? How does that as well tie in with our own expectations for rates?
The jobs data was very strong, with 150k jobs added and a decrease in unemployment, leading to the expectation that an interest rate cut is now off the table for July.
Central bank spotlight
Q: So Paul, what are you expecting for August and what are the markets pricing in at this stage as well?
Paul discusses the Bank of England's expected 25 basis points cut and the implications of recent economic data on monetary policy.
Central bank spotlight
Q: Deepika, can you give us your views here on what you're expecting?
Deepika outlines expectations for the Fed's meeting, indicating that no significant changes are expected and expecting the Fed to maintain a target rate.
US inflation data, higher UK yields and eurozone analysis
Q: What are your thoughts on UK guilt yields reaching the 4.2% target?
It's a positive sign, but a reassessment is necessary as downside risks can emerge, particularly concerning the budget.

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Frequently Asked Questions About Bondcast

What is Bondcast about and what kind of topics does it cover?

This weekly series offers insights primarily aimed at investment professionals focusing on fixed income and bond markets. It navigates through significant themes, trends, and economic events that influence bond performance, shedding light on the complexities of the rates markets. Episodes typically feature discussions on monetary policy developments, fiscal policies, and economic indicators from major economies, along with expert analysis from a team of market specialists. With engaging conversations and informed commentary, the series stands out for its focus on helping listeners understand the implications of global economic dynamics on investment strategies.

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Which podcasts are similar to Bondcast?

These podcasts share a similar audience with Bondcast:

1. At Any Rate
2. FICC Focus
3. Global Data Pod
4. The Macro Trading Floor
5. Making Sense

How many episodes of Bondcast are there?

Bondcast launched 4 years ago and published 190 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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