Podcast Episodes
Back to SearchMarkets and central banks are in an inflationship, but it's complicated
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giovanni Zanni debrief after the latest European Central Bank (ECB) meeting, dive …
4 years, 2 months ago
When inflation bites and geopolitics spikes, where do bond investors go?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the impact of the latest US inflation print, fears over Europea…
4 years, 2 months ago
What. A. Week.
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the market reaction to the political drama that unfolded in the…
4 years, 2 months ago
When volatility is high and conviction low, where should bond investors go?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi read the tea leaves on Sintra central banking conference, digest the la…
4 years, 2 months ago
Have we reached peak inflation - and what does that mean for investors?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi talk about the hand-off from inflation to growth as the big theme drivi…
4 years, 3 months ago
Markets are breaking up... it's not me, it's EU (and US)
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi make sense of the latest bout of market volatility following a trio of …
4 years, 3 months ago
Europe's getting more hawkish, what will the Fed and the BoE do?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Kevin Cummins digest the European Central Bank's recent hawkish shift and discuss w…
4 years, 3 months ago
Markets are more settled but tension between growth & inflation puts tightening in the spotlight
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the impact of a fresh UK fiscal injection on the outlook for bo…
4 years, 3 months ago
Are markets convinced that central banks can keep inflation in check?
In this special crossover episode of Bondcast and The Weekly Watch, John Briggs, Giles Gale, and Jan Nevruzi discuss the latest UK inflation prints a…
4 years, 4 months ago
Does US inflation put 75bp hikes back on the table?
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi discuss the latest US inflation print and share perspectives on market …
4 years, 4 months ago