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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.

PublishesWeeklyEpisodes197Founded5 years ago
Number of ListenersCategory
Business

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Latest Episodes

In this crossover episode of Bondcast and its sister show Currency Exchange, host Brian Daingerfield is joined by Ian Vanderhorn to explore the recent Supreme Court decision on US tariffs, its implications for FX and rates market dynamics, and the fu... more

In this episode of Bondcast, Ian Vanderhorn and market specialists Paul Robson and Oriane Parmentier discuss the passing week’s developments in rates markets. In the UK, there was a sizeable amount of data to process, most notably on inflation. But h... more

In this episode of Bondcast, Ian Vanderhorn and market specialists Paul Robson and Oriane Parmentier discuss the latest developments in rates markets. They focus on political uncertainties in the UK, the implications of recent job market reports in t... more

In this week’s Bondcast, Ian Vanderhorn is joined by Oriane Parmentier and Paul Robson to discuss policy updates in the US, the UK and Europe. 

The Bondcasters kick off this week’s podcast with a review of the Bank of England’s ‘dovish hold’ on 5 Fe... more

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Hosts

Joann Spadigam
European rate strategist and a leading figure in providing market insights and analysis, specializing in fixed income and interest rates.
Ian Vanderhorn
Market specialist with expertise in monetary policy and bond markets, offering critical insights into market dynamics.
Imogen Bachra
Host of the podcast and professional in the financial markets, contributing to discussions on rates and economic conditions.

Chart Rankings

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Apple Podcasts
#87
Finland/Business

Talking Points

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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 podcast series offers listeners expert commentary and insights on fixed income markets and interest rate trends, making it particularly valuable for investment professionals. Episodes feature analysis of central bank policies, macroeconomic indicators, and global market dynamics, harnessing the expertise of a team of rates specialists who guide discussions around the latest developments affecting bond performance. The content is tailored to help professionals understand the complexities of bond markets, including inflation impacts, fiscal policy ramifications, and the interplay between economic factors and market movements.

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Which podcasts are similar to Bondcast?

These podcasts share a similar audience with Bondcast:

1. Merryn Talks Money
2. Thoughts on the Market
3. Exchanges
4. FT News Briefing
5. Odd Lots

How many episodes of Bondcast are there?

Bondcast launched 5 years ago and published 197 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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