Podcast Episodes
Back to SearchA Fed hold and imperfect markets
This week host Imogen Bachra is joined by Kevin Cummins and Joann Spadigam to discuss how major central banks are approaching monetary policy. In the…
2 years, 4 months ago
Led by the Fed?
This week Imogen Bachra, John Briggs and Joann Spadigam discuss market surprises, with strong inflation in the US, strong purchasing manager sentimen…
2 years, 4 months ago
Questions of level and time
This week host Imogen Bachra is joined by John Briggs and Joann Spadigam to discuss bond market movements. With scant evidence of grand disinflation …
2 years, 5 months ago
Stronger for longer
This week host Imogen Bachra is joined by Joann Spadigam and Deepika Dayal to pick over recent developments in bond markets. Much of the focus this w…
2 years, 5 months ago
Slow and steady
This week host Joann Spadigam and Kevin Cummins review their expectations for central bank rate cuts later this year. While economic data have surpri…
2 years, 5 months ago
Hold news
This week host Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk about the latest developments in the US, the UK and Europe. With r…
2 years, 6 months ago
Unchanged, unchanged, unchanged
This week Imogen Bachra and Jan Nevruzi dissect US inflation figures and look ahead to a Fed meeting that promises an update on Quantitative Tighteni…
2 years, 6 months ago
Sticking to our base cases
This week Imogen Bachra, Joann Spadigam and Jan Nevruzi share key takeaways from recent events in the UK, Europe and the US. At the European Central …
2 years, 6 months ago
Looking ahead to the UK's Spring Budget
This week Joann Spadigam and Jan Nevruzi are joined by special guest Ross Walker to look ahead to the UK Spring Budget on 6 March. While Chancellor J…
2 years, 6 months ago
Ready for retail?
This week host Imogen Bachra and Joann Spadigam discuss their views on policy developments in UK and European bond markets. In the former, fiscal hea…
2 years, 7 months ago