Podcast Episodes
Back to SearchData dependence, dovishness and the devils in the details
The European Central Bank (ECB) surprised few by cutting its base rate by 25 basis points (bp) on Thursday, but was there anything to learn from the …
1 year, 11 months ago
US inflation data, higher UK yields and eurozone analysis
This week the Bondcast team unpicks higher-than-expected Consumer Price Index data in the US, and shares where they think rates will go from here. In…
1 year, 11 months ago
New UK fiscal frets and old French fears
This week Imogen Bachra and Joann Spadigam ruminate about rates markets on either side of the Channel. In the UK, markets appear to be waking up to f…
1 year, 11 months ago
European spreads, a Labour conference and new US data (27 September '24)
This week, host Joann Spadigam is joined by Deepika Dayal and Ross Walker to discuss all things rates. In Europe, what is the market's attitude towar…
1 year, 11 months ago
In the end, a 50 basis point cut
This week Ross Walker and Kevin Cummins discuss central bank rates decisions in the US and the UK. Markets had all caught up by the time the Fed anno…
2 years ago
25 basis points or 25 basis points?
With the cutting cycle among major central banks under way, Giovanni Zanni, Kevin Cummins and Paul Robson talk all things rates markets. Ahead of the…
2 years ago
US jobs jitters and finally, a French PM (06 September '24)
In an early ode to autumn, our Bondcast trio predict a season of missed targets and not-so-mellow economic conditions. This week host Imogen Bachra i…
2 years ago
A cut and a hold before we break for summer
It’s been a big week for rates markets. Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into the Federal Reserve’s decision to keep interest rat…
2 years, 1 month ago
Rates markets in the Veep State (26 July '24)
Joe Biden’s withdrawal from this year’s presidential race means “Veep” Kamala Harris will likely face Donald Trump. How are markets affected? This we…
2 years, 1 month ago
Summertime sadness? (19 July 2024)
Not so good news for the doves on the Bank of England’s Monetary Policy Committee, as persistent services inflation may yet stall an August rate cut.…
2 years, 2 months ago