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A hold, a cut and pension fund tweaks

This week Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk all things rates and, uniquely for the team, how change may be afoot fo…

1 year, 7 months ago

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Dilemmas, Donald and de-risking

This week the Bondcast team discusses strong wage inflation data in the UK, which, combined with sluggish output growth, poses a policy dilemma for t…

1 year, 7 months ago

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“One swallow doesn’t make a summer” (16 January '25)

With soft-ish inflation prints in the UK and beyond, are we at the start of a trend? Separating the signals from the noise this week are host Imogen …

1 year, 8 months ago

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Rising borrowing costs in the UK, but is it alone?

It’s early 2025 and yields are as high as December’s party spirits. This week host Imogen Bachra is joined by Kevin Cummins and Joann Spadigam to tal…

1 year, 8 months ago

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The three kings of central banking: ECB, Fed and BoE

Following a 25 basis point cut by the European Central Bank (ECB), host Joann Spadigam is joined by Kevin Cummins and Ross Walker to dissect the nuan…

1 year, 9 months ago

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A new French PM, future cuts by the ECB and US employment data

This week host Joann Spadigam is joined by guests Oriane Parmentier and Kevin Cummins to update on recent events shaping rates markets. All eyes, of …

1 year, 9 months ago

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The Year Ahead 2025: Rates markets and the fiscal cliffhanger

In this special edition of Bondcast, Imogen Bachra is joined by Brian Daingerfield and Joann Spadigam to discuss some key themes from our Year Ahead …

1 year, 9 months ago

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US election special: what the Trump victory means for markets (8 November '24)

This week it’s a podcast crossover, as Imogen Bachra and Brian Daingerfield deliver a Bondcast-meets-Currency Exchange special. High on the agenda is…

1 year, 10 months ago

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UK Budget breakdown, euro news and the Fed’s post-election mindset (1 November '24)

Join host Joann Spadigam, and guests Deepika Dayal and Ross Walker as they analyse a busy week for rates markets. In the UK, markets are processing a…

1 year, 10 months ago

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Betting markets, a big Budget and a dovish shift

This week Imogen Bachra is joined by Brian Daingerfield and Giovanni Zanni to discuss rates moves in the US, the UK and Europe. What was an un-callab…

1 year, 10 months ago

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