Insights

Latest insights

CENTRAL BANKSThe Weekly Watch: hey big spender – what the latest US data says about the recovery

Our quick-take analysis on what to watch in financial markets for the week ahead.

BOND SUPPLYBondcast podcast: will better growth & higher inflation bring bond bears out of hibernation?

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the latest vaccination hiccups, and how better growth, higher inflation & more bond supply are being digested by markets.

Economic recoveryCorporate Treasury Weekly: economic recovery & inflation are delicately balanced in favour of credit

Breaking down trending trades & themes to help corporate treasurers get ahead of the latest issues shaping markets.

BrexitPost-Brexit resilience: companies need to strengthen their supply chains and export strategy

Why is 2021 is the year to boost your supply chain resiliency? We explain why here, along with four key steps you can take to do so.

Economic outlookOn Point Podcast: what does the Q2 economic & market outlook mean for corporates?

In the latest episode of On Point, Neil Parker, FX Markets Strategist joins Ross Walker, Co-Head of Global Economics and Chief UK Economist and Sam Boughton, Director, Corporate Syndicate at NatWest Markets for a closer look at key drivers of the Q2 economic & market outlook and discuss macro, liquidity & funding risks confronting corporates in the months ahead.

ECONOMIC OUTLOOKThe Q2 global economic outlook: rational exuberance is driving great expectations

We expect a consumer-led recovery stoked by accommodative fiscal & monetary policy to propel the global economy further than many expect, but risks abound for corporate & institutional decision-makers. In this deep dive, our specialists outline four key calls driving the global economic outlook and risk landscape in Q2.