Bondcast: The Rates Podcast

14 January 2022

Imogen Bachra, CFAEuropean Rates Desk Strategist

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Giles GaleHead of European Rates Strategy

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Theo Chapsalis, CFAHead of UK Rates Strategy

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Jan NevruziEuropean Rates Desk Strategist

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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.

Detours on the path towards normalisation

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 our revised US monetary policy outlook, and the impact of a huge shift in UK and European inflation expectations on 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 12 January 2022.
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

A hawkish surprise, supply dynamics, and quantitative tightening

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 – share their views on how markets are responding to the latest Fed minutes, Q1 bond supply and pricing dynamics in Europe and the UK.

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 06 January 2022.
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

The hawks are winning at Angry Birds – what does this mean for rates markets in early 2022?

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 final central bank meetings of the year in each region and share their views on key implications for fixed income in 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 16 December 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

What we expect from the big three central banks in December and how markets could react

In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – share their expectations for what the European Central Bank, the Fed, and the Bank of England will discuss at their final meetings of 2021 and how markets could react.

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 08 December 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

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

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