Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe, Jan Nevruzi for the US, and special guest Brian Daingerfield – discuss the European Central Bank’s hawkish surprise, what to expect from the Fed, and the outlook for oil and gas.
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.
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.
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.
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.
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