Mixed messages from global central banks
12 Sep 2025
Contributed by Lukas
This week host Joann Spadigam is joined by Oriane Parmentier and Ian Vanderhorn to discuss key econo...
Bond markets go back to school
05 Sep 2025
Contributed by Lukas
As the Bondcast team returns from summer, they discuss recent movements in rates markets, focusing o...
A cut for UK rates in August, but will the Fed follow suit in September?
11 Aug 2025
Contributed by Lukas
It wasn't the first cut in the cycle, nor at 25 basis points was it the deepest, but there was ...
A hold in the US, but the devil is in the details
01 Aug 2025
Contributed by Lukas
This week Joann Spadigam, Kevin Cummins and Ian Vanderhorn focus on the Federal Reserve's decis...
Central bank spotlight
25 Jul 2025
Contributed by Lukas
This week, it's all about central banks. Host Joann Spadigam is joined by Paul Robson and Deepi...
UK and US policy in the spotlight
18 Jul 2025
Contributed by Lukas
Joann Spadigam, Paul Robson and Ian Vanderhorn take a closer look at the latest UK data and the pote...
Complacency, complexity and complications
11 Jul 2025
Contributed by Lukas
In this episode of Bondcast, Joann Spadigam and Stuart Sparks discuss the current state of tariffs a...
Where there's a Bill, there's a way
04 Jul 2025
Contributed by Lukas
This week, Joann Spadigam, Paul Robson and Ian VanderHorn discuss recent developments in bond market...
Normal service resumes?
26 Jun 2025
Contributed by Lukas
This week, Joann Spadigam is joined by Kevin Cummins, Paul Robson and Stuart Sparks to discuss the r...
Interest rate holds and global uncertainty
20 Jun 2025
Contributed by Lukas
This week Joann Spadigam is joined by Paul Robson in a Bondcast/Currency Exchange crossover to talk ...
Italy's hot, but France not so much as spreads near to zero
19 Jun 2025
Contributed by Lukas
This week, Joann Spadigam, Giovanni Zanni, and Oriane Parmentier discuss the convergence of Italian ...
What to expect ahead of UK and US rate decisions
13 Jun 2025
Contributed by Lukas
In this episode, Joann Spadigam, Paul Robson and Stuart Sparks discuss recent economic data in the U...
ECB on summer break, but what about the UK and US?
06 Jun 2025
Contributed by Lukas
This week Joann Spadigam, Paul Robson and Stuart Sparks discuss the recent European Central Bank mee...
Japan, UK issuance, and another tariff re-de-escalation
30 May 2025
Contributed by Lukas
With Japan’s bond markets making headlines, Joann Spadigam is joined by Paul Robson and Stuart Spa...
A curse on curves?
23 May 2025
Contributed by Lukas
With high long-end yields in the UK and the US, Joann Spadigam is joined by Paul Robson and Stuart S...
Growth returns, but what about inflation?
16 May 2025
Contributed by Lukas
This week Joann Spadigam is joined by Deepika Dayal and Paul Robson to discuss the latest news for t...
A hawkish cut and a hawkish hold
09 May 2025
Contributed by Lukas
This week, Imogen Bachra is joined by Joann Spadigam and Stuart Sparks to talk the hawk following re...
De-escalation helps markets, but UK yields remain high
25 Apr 2025
Contributed by Lukas
In this episode Imogen Bachra and Brian Daingerfield discuss the latest developments in tariffs, the...
What to make of recent market events?
11 Apr 2025
Contributed by Lukas
This week host Imogen Bachra is joined by Brian Daingerfield, Stuart Sparks and Joann Spadigam to di...
The market reacts to tariffs, but where to from here?
04 Apr 2025
Contributed by Lukas
In this crossover episode of Bondcast and Currency Exchange, Imogen Bachra is joined by Brian Dainge...
UK Spring Statement, market signals and more
28 Mar 2025
Contributed by Lukas
This week Imogen Bachra, Joann Spadigam and Stuart Sparks discuss the UK Spring Statement, its impli...
Unchanged melody?
21 Mar 2025
Contributed by Lukas
This week, Imogen Bachra is joined by Joann Spadigam and Stuart Sparks to discuss recent interest ra...
Risks have returned, but will the shocks continue?
14 Mar 2025
Contributed by Lukas
In a week of shifting market sentiment, Imogen Bachra is joined by Stuart Sparks and Joann Spadigam ...
A cut in Europe, but questions abound
07 Mar 2025
Contributed by Lukas
With International Women's Day upon us, this week's all-female line-up tackles the latest ...
Geopolitics, markets and military might
27 Feb 2025
Contributed by Lukas
Welcome to a special edition of Bondcast, where we dive into the geopolitical events shaping markets...
Europe will emerge stronger?
21 Feb 2025
Contributed by Lukas
In this episode, Imogen Bachra is joined by Stuart Sparks and Joann Spadigam to discuss the latest n...
Strong US labour data, but the Fed remains patient
14 Feb 2025
Contributed by Lukas
In this episode of Bondcast, Imogen Bachra, Joanne Spadigam, and Deepika Dayal discuss the latest tr...
The trade war whiplash
07 Feb 2025
Contributed by Lukas
In this episode, Imogen Bachra, Brian Daingerfield and Oriane Parmentier discuss the latest developm...
A hold, a cut and pension fund tweaks
31 Jan 2025
Contributed by Lukas
This week Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk all things rates and, ...
Dilemmas, Donald and de-risking
24 Jan 2025
Contributed by Lukas
This week the Bondcast team discusses strong wage inflation data in the UK, which, combined with slu...
“One swallow doesn’t make a summer” (16 January '25)
17 Jan 2025
Contributed by Lukas
With soft-ish inflation prints in the UK and beyond, are we at the start of a trend? Separating the ...
Rising borrowing costs in the UK, but is it alone?
10 Jan 2025
Contributed by Lukas
It’s early 2025 and yields are as high as December’s party spirits. This week host Imogen Bachra...
The three kings of central banking: ECB, Fed and BoE
13 Dec 2024
Contributed by Lukas
Following a 25 basis point cut by the European Central Bank (ECB), host Joann Spadigam is joined by ...
A new French PM, future cuts by the ECB and US employment data
05 Dec 2024
Contributed by Lukas
This week host Joann Spadigam is joined by guests Oriane Parmentier and Kevin Cummins to update on r...
The Year Ahead 2025: Rates markets and the fiscal cliffhanger
29 Nov 2024
Contributed by Lukas
In this special edition of Bondcast, Imogen Bachra is joined by Brian Daingerfield and Joann Spadiga...
US election special: what the Trump victory means for markets (8 November '24)
08 Nov 2024
Contributed by Lukas
This week it’s a podcast crossover, as Imogen Bachra and Brian Daingerfield deliver a Bondcast-mee...
UK Budget breakdown, euro news and the Fed’s post-election mindset (1 November '24)
01 Nov 2024
Contributed by Lukas
Join host Joann Spadigam, and guests Deepika Dayal and Ross Walker as they analyse a busy week for r...
Betting markets, a big Budget and a dovish shift
25 Oct 2024
Contributed by Lukas
This week Imogen Bachra is joined by Brian Daingerfield and Giovanni Zanni to discuss rates moves in...
Data dependence, dovishness and the devils in the details
18 Oct 2024
Contributed by Lukas
The European Central Bank (ECB) surprised few by cutting its base rate by 25 basis points (bp) on Th...
US inflation data, higher UK yields and eurozone analysis
11 Oct 2024
Contributed by Lukas
This week the Bondcast team unpicks higher-than-expected Consumer Price Index data in the US, and sh...
New UK fiscal frets and old French fears
04 Oct 2024
Contributed by Lukas
This week Imogen Bachra and Joann Spadigam ruminate about rates markets on either side of the Channe...
European spreads, a Labour conference and new US data (27 September '24)
27 Sep 2024
Contributed by Lukas
This week, host Joann Spadigam is joined by Deepika Dayal and Ross Walker to discuss all things rate...
In the end, a 50 basis point cut
20 Sep 2024
Contributed by Lukas
This week Ross Walker and Kevin Cummins discuss central bank rates decisions in the US and the UK. M...
25 basis points or 25 basis points?
13 Sep 2024
Contributed by Lukas
With the cutting cycle among major central banks under way, Giovanni Zanni, Kevin Cummins and Paul R...
US jobs jitters and finally, a French PM (06 September '24)
06 Sep 2024
Contributed by Lukas
In an early ode to autumn, our Bondcast trio predict a season of missed targets and not-so-mellow ec...
A cut and a hold before we break for summer
01 Aug 2024
Contributed by Lukas
It’s been a big week for rates markets. Imogen Bachra, Joann Spadigam, and Kevin Cummins dig into ...
Rates markets in the Veep State (26 July '24)
26 Jul 2024
Contributed by Lukas
Joe Biden’s withdrawal from this year’s presidential race means “Veep” Kamala Harris will li...
Summertime sadness? (19 July 2024)
19 Jul 2024
Contributed by Lukas
Not so good news for the doves on the Bank of England’s Monetary Policy Committee, as persistent s...
No victory lap just yet (11 July 2024)
12 Jul 2024
Contributed by Lukas
This week host Joann Spadigam is joined by Kevin Cummins to talk rates news in Europe and the US. Wi...
Politics is in focus everywhere
05 Jul 2024
Contributed by Lukas
While the UK election results lit few fireworks for markets, the same can’t be said of political e...
Elections preview: The UK, France and market pricing
28 Jun 2024
Contributed by Lukas
Ahead of elections in France and the UK, how are markets pricing in possible outcomes? This week Imo...
A hold in UK rates, but a dovish set of minutes - 21 June '24
21 Jun 2024
Contributed by Lukas
With inflation now at its target, what were the prospects that the Bank of England would cut its bas...
Elections, market confidence and a Fed update - 14 June '24
14 Jun 2024
Contributed by Lukas
This week Imogen Bachra is joined by Deepika Dayal and Joann Spadigam to talk all things bonds. From...
7 June '24: A cut in Europe and expectations for the Fed
07 Jun 2024
Contributed by Lukas
At 25bps the European Central Bank’s (ECB) first interest cut may not have been the deepest, but t...
31 May 2024: Politics, markets and the run up to a likely cut
31 May 2024
Contributed by Lukas
This week Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to discuss major bond markets....
Election surprises and expectation overshoots
24 May 2024
Contributed by Lukas
This week host Imogen Bachra is again joined by Deepika Dayal and Giovanni Zanni to discuss not just...
Are the prints charming?
15 May 2024
Contributed by Lukas
This week host Imogen Bachra is joined by Deepika Dayal and Giovanni Zanni to discuss all things rat...
What monetary policy divergence could mean for markets
09 May 2024
Contributed by Lukas
This week, Imogen Bachra, Joann Spadigam, and John Briggs discuss how markets are digesting this wee...
A Fed hold and imperfect markets
03 May 2024
Contributed by Lukas
This week host Imogen Bachra is joined by Kevin Cummins and Joann Spadigam to discuss how major cent...
Led by the Fed?
25 Apr 2024
Contributed by Lukas
This week Imogen Bachra, John Briggs and Joann Spadigam discuss market surprises, with strong inflat...
Questions of level and time
18 Apr 2024
Contributed by Lukas
This week host Imogen Bachra is joined by John Briggs and Joann Spadigam to discuss bond market move...
Stronger for longer
12 Apr 2024
Contributed by Lukas
This week host Imogen Bachra is joined by Joann Spadigam and Deepika Dayal to pick over recent devel...
Slow and steady
04 Apr 2024
Contributed by Lukas
This week host Joann Spadigam and Kevin Cummins review their expectations for central bank rate cuts...
Hold news
21 Mar 2024
Contributed by Lukas
This week host Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk about the latest ...
Unchanged, unchanged, unchanged
14 Mar 2024
Contributed by Lukas
This week Imogen Bachra and Jan Nevruzi dissect US inflation figures and look ahead to a Fed meeting...
Sticking to our base cases
07 Mar 2024
Contributed by Lukas
This week Imogen Bachra, Joann Spadigam and Jan Nevruzi share key takeaways from recent events in th...
Looking ahead to the UK's Spring Budget
29 Feb 2024
Contributed by Lukas
This week Joann Spadigam and Jan Nevruzi are joined by special guest Ross Walker to look ahead to th...
Ready for retail?
22 Feb 2024
Contributed by Lukas
This week host Imogen Bachra and Joann Spadigam discuss their views on policy developments in UK and...
After a big data week, where are markets headed next?
15 Feb 2024
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi and Joann Spadigam debrief after a big...
Dates, data and client views
08 Feb 2024
Contributed by Lukas
This week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss how their views on the market differ...
More clues about cuts
01 Feb 2024
Contributed by Lukas
Major central banks have been somewhat taciturn about the prospect of rate cutting, so did that chan...
Market reactions (and overreactions)
25 Jan 2024
Contributed by Lukas
Join host Imogen Bachra, dovish Jan Nevruzi and Joann Spadigam as they analyse the effect that centr...
All eyes on the data
19 Jan 2024
Contributed by Lukas
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they discuss how recent jobs and inflation dat...
Quantitative Tightening, fiscal questions and circling doves
12 Jan 2024
Contributed by Lukas
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they analyse the back and forth of market move...
How has 2024 started?
05 Jan 2024
Contributed by Lukas
Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they examine how markets started 2024. In the ...
Hold school
14 Dec 2023
Contributed by Lukas
The Bank of England (BoE), the Federal Reserve and the European Central Bank (ECB) shocked few by co...
Great Expectations...
07 Dec 2023
Contributed by Lukas
...well, maybe not so great, but this week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss the...
Might rate cuts come early?
01 Dec 2023
Contributed by Lukas
Join host Imogen Bachra and guests Jan Nevruzi and Joann Spadigam as they discuss signs that some ce...
Year Ahead update and reactions to the Autumn Statement
23 Nov 2023
Contributed by Lukas
Join host Imogen Bachra and guest Joann Spadigam as they discuss how customers have responded to our...
What does monetary policy divergence mean for fixed income?
15 Nov 2023
Contributed by Lukas
The expected divergence of monetary cycles presents both challenges and opportunities for fixed inco...
Shifting sentiments
09 Nov 2023
Contributed by Lukas
fter softening employment data was released in the US, host Imogen Bachra, Joann Spadigam and Jan Ne...
Meeting notes
02 Nov 2023
Contributed by Lukas
As both the Fed and the Bank of England (BoE) held rates this week, host Imogen Bachra is joined by ...
Holding tight
27 Oct 2023
Contributed by Lukas
Fresh after this week's European Central Bank meeting, host Imogen Bachra is joined by Joann Sp...
Data's back in the driving seat for rates
19 Oct 2023
Contributed by Lukas
Imogen Bachra, Joann Spadigam, and Jan Nevruzi catch up after another volatile week in rates markets...
Restriction territory
12 Oct 2023
Contributed by Lukas
Amid broad consensus that base interest rates have neared their peaks, focus is on when central bank...
Highs and woes
05 Oct 2023
Contributed by Lukas
Bond yields have risen in the past week, especially at the shorter end of curves. Host Imogen Bachra...
Ahead of the curves
28 Sep 2023
Contributed by Lukas
The bonds markets have been a bit wild of late, leading to some speculation about oversupply in the ...
Holding patterns
21 Sep 2023
Contributed by Lukas
Neither the Fed or the Bank of England increased rates this week, after last week's dovish hike...
Mount Everest or Table Mountain?
14 Sep 2023
Contributed by Lukas
On the back of the European Central Bank's "dovish hike", host Imogen Bachra is joine...
Catching up, and looking ahead
07 Sep 2023
Contributed by Lukas
Following a three-week summer break, Bondcast is back. Host Imogen Bachra is joined by Joann Spadiga...
See you in September
03 Aug 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after yet anot...
With the Fed and ECB out of the way, all eyes on the BoE
28 Jul 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale take stock of the late...
How will falling inflation feed into central bank decision-making?
21 Jul 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Joann Spadigm, and Jan Nevruzi discuss the impact ...
With inflation in the driving seat, where to for markets?
13 Jul 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Jan Nevruzi, and Giles Gale discuss our latest vie...
How much higher can gilt yields really go?
06 Jul 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins, and Giles Gale discuss shifting rat...
What should we make of Sintra and this week's data?
29 Jun 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Kevin Cummins and Joann Spadigam examine central b...
What do changing central bank reaction functions mean for markets?
22 Jun 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and John Briggs debrief after the Ba...
Where are rates heading after this week's central bank bonanza?
16 Jun 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi debrief after the Fed&...
What should markets expect from the Fed and ECB in June?
08 Jun 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock ahead of th...
Euro Area inflation turns, gilts outperforms, and a US debt ceiling deal’s in sight
01 Jun 2023
Contributed by Lukas
In the latest episode of Bondcast, Imogen Bachra, Giles Gale, and Jan Nevruzi take stock of the key ...