Bondcast: The Rates Podcast

25 November 2021

Imogen Bachra, CFAEuropean Rates Desk Strategist

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Giles GaleHead of European Rates Strategy

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Paul RobsonHead of G10 FX Strategy

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Sharpen your portfolio views on fixed income, learn how the biggest themes, trends and events shape bond performance, and get deeper insight into rates markets with the latest analysis & research from the NatWest team.

In this weekly podcast series, Imogen Bachra along with the NatWest Markets team of rates & markets specialists help institutional investment professionals come to grips with the biggest themes, trends and events shaping bond markets. You’ll also get deeper insight into rates markets with the latest analysis & research from the NatWest team.

Check back here regularly for new episodes and subscribe to Bondcast wherever you get your podcasts so you can listen to our latest episodes as soon as they’re available.

Year Ahead Edition: What does 2022 hold for rates & currencies?

In this special Year Ahead episode of Bondcast, Imogen Bachra, Giles Gale, and Paul Robson share their perspectives on the global rates & currencies outlook for 2022.

Want to listen instead? You can also find this episode of Bondcast on Spotify, Apple Podcasts, and other major podcast platforms.

Note: This was recorded on 24 November 2021.
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary

Why we may see higher yields yet

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Theo Chapsalis for the UK – discuss investor sentiment around the Bank of England and the rate rise trajectory, and help make sense of big shifts in European rates markets.

Want to listen instead? You can also find this episode of Bondcast on Spotify, Apple Podcasts, and other major podcast platforms.

Note: This was recorded on 17 November 2021.
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary

Are the stagflation and policy mistake narratives overdone?

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the latest US inflation figures, discuss pricing in Europe, and the upcoming (and record-setting) UK inflation-linked gilt issuance.

Want to listen instead? You can also find this episode of Bondcast on Spotify, Apple Podcasts, and other major podcast platforms.

Note: This was recorded on 10 November 2021.
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary

Tinker, Taper, Steeper, Sigh

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – debrief after a busy week of central bank meetings that saw the US Treasury tweak its refunding programme (Tinker), the Fed announce it will start to pull back on asset purchases (Taper), volatile spreads and steepening yields curves (Steeper), and a UK rate hike that never came (Sigh).

Want to listen instead? You can also find this episode of Bondcast on Spotify, Apple Podcasts, and other major podcast platforms. 

Note: This was recorded on 04 November 2021.
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary

For monetary policy hawks, birds of a feather flock together – except for the ECB

In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giovanni Zanni for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – debrief on the latest European Central Bank (ECB) meeting, discuss what markets should expect at the Bank of England (BoE) and Federal Reserve meetings in November, and assess the US refunding outlook.

Want to listen instead? You can also find this episode of Bondcast on Spotify, Apple Podcasts, and other major podcast platforms.

Note: This was recorded on 28 October 2021.
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary

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