Podcast Episodes
Back to SearchNo victory lap just yet (11 July 2024)
This week host Joann Spadigam is joined by Kevin Cummins to talk rates news in Europe and the US. With more good data on inflation, might the Fed cha…
2 years, 2 months ago
Politics is in focus everywhere
While the UK election results lit few fireworks for markets, the same can’t be said of political events elsewhere. This week host Imogen Bachra is jo…
2 years, 2 months ago
Elections preview: The UK, France and market pricing
Ahead of elections in France and the UK, how are markets pricing in possible outcomes? This week Imogen Bachra and Joann Spadigam consider how bonds …
2 years, 2 months ago
A hold in UK rates, but a dovish set of minutes - 21 June '24
With inflation now at its target, what were the prospects that the Bank of England would cut its base rate? Not much, according to Imogen Bachra and …
2 years, 3 months ago
Elections, market confidence and a Fed update - 14 June '24
This week Imogen Bachra is joined by Deepika Dayal and Joann Spadigam to talk all things bonds. From the political backdrop affecting market confiden…
2 years, 3 months ago
7 June '24: A cut in Europe and expectations for the Fed
At 25bps the European Central Bank’s (ECB) first interest cut may not have been the deepest, but the ECB is still ahead of the Fed and the Bank of En…
2 years, 3 months ago
31 May 2024: Politics, markets and the run up to a likely cut
This week Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to discuss major bond markets. High on the agenda is what to expect in the run …
2 years, 3 months ago
Election surprises and expectation overshoots
This week host Imogen Bachra is again joined by Deepika Dayal and Giovanni Zanni to discuss not just rates, but how political developments in the UK …
2 years, 3 months ago
Are the prints charming?
This week host Imogen Bachra is joined by Deepika Dayal and Giovanni Zanni to discuss all things rates. In the US, how does the Fed's preferred infla…
2 years, 4 months ago
What monetary policy divergence could mean for markets
This week, Imogen Bachra, Joann Spadigam, and John Briggs discuss how markets are digesting this week’s ‘dovish hold’ from the Bank of England, and t…
2 years, 4 months ago