Podcast Episodes
Back to SearchFiscal or monetary policy pivot?
The UK continues to dominate global markets, but it is not quiet elsewhere either. In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and …
3 years, 11 months ago
The old LDI (of Threadneedle Street) is for turning
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at rising yields in the UK, renewed discussion of ce…
3 years, 11 months ago
The dust settles in the UK (for now), where to for fixed income?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after a volatile week in UK markets to understand the global, m…
3 years, 11 months ago
What does the latest hiking cycle mean for bonds & FX?
In this special crossover episode of Bondcast and the Weekly Watch, John Briggs, Jan Nevruzi, and Paul Robson debrief after a series of (very differe…
4 years ago
Rates are shooting higher, faster - how will bond markets respond?
In the latest episode of Bondcast, Giles Gale, Jan Nevruzi, and Ross Walker discuss how the latest US inflation print, the UK fiscal outlook, and eur…
4 years ago
Big changes in the bond supply picture are afoot
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the European Central Bank's latest presser, explore impact of t…
4 years ago
See you in September
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi dig into a deluge of recently released data, discuss the potential impa…
4 years, 1 month ago
Summer markets? What summer markets?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take a closer look at how bond markets are digesting the latest US infl…
4 years, 1 month ago
In a battle between inflation and growth, the BoE chose inflation - what's the impact on the policy outlook?
In the latest episode of Bondcast, Imogen Bachra and Jan Nevruzi discuss the latest Bank of England meeting and what the Bank Rate hike means for mar…
4 years, 1 month ago
'Data dependent, meeting-by-meeting' is the new central bank mantra
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giovanni Zanni digest the latest Fed meeting and discuss the path for future rat…
4 years, 1 month ago