Bondcast: The Rates Podcast - 11 March 2022

Uncertainty is rising – but monetary hawks seem undaunted.

Note: This was recorded on 10 March 2022.

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On crisis and conviction – how should investors think about bond market volatility from here?

John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of the Ukraine invasion on bond markets, central banks, and what recent market dynamics suggest about the path for volatility in the days and weeks to come.

Note: This was recorded on 04 March 2022.

How geopolitics could influence the monetary tightening path – and what that means for markets

Could the escalating crisis in Ukraine sway central banks to tweak their monetary tightening plans? Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of rising geopolitical risk on market pricing and central bank policy expectations.

Note: This was recorded on 23 February 2022.

Will central banks overshoot to calm inflation?

It’s been a week full of policy chatter across the globe. Get our take on next central bank rate moves and how markets might react from the NatWest Markets team of specialists – Giovanni Zanni for Europe, Ross Walker for the UK and Jan Nevruzi for the US.

Note: This was recorded on 17 February 2022.

Monetary hawks are soaring high, but are markets pricing excessive rate hikes?

In this episode of Bondcast, guest host John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss whether markets are fairly pricing the rate hike and inflation outlook.

Note: This was recorded on 10 February 2022.

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