This week Imogen Bachra, Jan Nevruzi and Joann Spadigam discuss how their views on the market differ from the businesses they have been speaking with recently. In the UK, the data appears to support our modestly hawkish view, while in the US non-farm payroll data suggests the Fed will hold rates for now. In Europe, could French sovereign spreads be too tight, and Spanish too wide? For Italy, it's all about risk. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available. NB: This was recorded on 8 February 2024. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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