With high long-end yields in the UK and the US, Joann Spadigam is joined by Paul Robson and Stuart Sparks to analyse market sentiment, and discuss why inflation is still so crucial to central bank policy. They also talk about the dynamics of European markets, particularly the relative stability of Italian assets.Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 22 May 2025.For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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