This week host Imogen Bachra is joined by Joann Spadigam and Deepika Dayal to pick over recent developments in bond markets. Much of the focus this week was on developments in the US, where higher than expected inflation is thwarting the Fed’s scope to cute rate this summer (we’ve revised our forecasts). Quite what this means for policies in Europe and the UK is uncertain, but divergence is the watchword. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available. N.B This was recorded on 11 April 2024. For any terms used please refer to our 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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