Shows
The Currency Exchange - An FX Podcast by NatWestThe Year Ahead 2025: A closer look at sterling and the US dollar in 2025In this special edition of The Currency Exchange, host Brian Daingerfield is joined by Paul Robson for a closer look at sterling and the US dollar as we head into 2025.Where 2024 was characterised by political change, markets will examine the follow-on in 2025 – what higher fiscal commitments may do to inflation targets, bank rates and, ultimately, the relative performance of currencies. In the US, that means contending with Trump 2.0, while in the UK unprecedented fiscal commitments may help sterling’s current strength. Lastly they touch on how China-related risks might affect the fortunes of the Australian and NZ doll...2024-11-2916 min
NatWest Commercial and InstitutionalWomen in Sustainability Podcast: International Women’s Day SpecialIn celebration of International Women’s Day (IWD), we’re delighted to launch our new Women in Sustainability podcast series. The series, dedicated to women working in the field of sustainability, is inspired by the aims of IWD, to celebrate the social, economic, cultural, and political achievements of women.In our first episode, Tonia Plakhotniuk interviews three exceptional women who work on advancing sustainability at NatWest:• Caroline Haas, Head of Global Climate and ESG Capital Markets• Dr Maria Carvalho, Head of Climate Economics and Data for NatWest Group• Supriya Sobti, NatWest Group’s Climate and...2024-03-0826 minNatWest Commercial and InstitutionalCorporate ESG 5 in 5 SeptemberTyler Mayzes spends 5 minutes reflecting on the key ESG themes that emerged from this year’s B20 summit, hosted in India.For more on the key ESG trends shaping the market, be sure to check-out our September newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/sustainability-reporting-corporates-facing-csrd.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.NB: This was recorded on 28 September 2023. For any terms used please refer to...2023-09-2905 minNatWest Commercial and InstitutionalPolicy & Regulation ESG 5 in 5 SeptemberTonia Plakhotniuk spends 5 minutes reflecting on the official recommendation by the European Commission on Transition Finance, published over the summer.To access our monthly Sustainable Finance Policy and Regulation Round-up, be sure to click the link: https://www.natwest.com/corporates/insights/regulation/european-securities-market-supervisor-sets-expectations.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.NB: This was recorded on 18 Sept 2023. For any terms used please refer to this glossary...2023-09-2605 minNatWest Commercial and InstitutionalCorporate ESG 5 in 5 JuneNiceasia Mc Perry spends 5 minutes reflecting on the importance of social bonds, in the sustainability debt market, and why they should not be overlooked.For more on the key ESG trends shaping the market, be sure to check-out our June newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/european-professional-investors-embrace-social-bonds.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 21 June 2023. Reference: ‘The first ever s...2023-07-0304 min
NatWest Commercial and InstitutionalCorporate ESG May 5 in 5Tyler Mayzes spends 5 minutes revisiting the EU’s ‘Fit for 55’ package. He talks talk through three key components: a carbon border tax; a carbon price for petrol and home heating; a just transition fund.For more on the key ESG trends shaping the market, be sure to check-out our May newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/eu-parliament-adopts-key-laws-as-part-of-fit-for-55-package.html?q=slb&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’...2023-06-0505 minNatWest Commercial and InstitutionalTreasury Tomorrow: How digital assets will transform treasuryIn this episode of the Treasury Tomorrow podcast, Nick Pedersen, NatWest Market's Global Head of Digital, joins payments expert Lee McNabb, digital capital markets specialist Phil Stewart, and NatWest treasury’s manager of liquidity portfolio management Oliver Butcher for a thought-provoking debate on how digital assets could transform treasury.NB: This was recorded on 14 April 2023. For a copy of the Bank of England's discussion paper on the digital pound, click here: https://www.bankofengland.co.uk/paper/2023/the-digital-pound-consultation-paperFor more information on the UK Jurisdiction Taskforce (UKJT) February 2023 statement on the legal treatment of dig...2023-04-2436 min
NatWest Commercial and InstitutionalCorporate ESG March 5 in 5Giorgio Carlucci, ESG Advisory, takes you on a 5-minute journey across the Channel to reflect on the progress made by EU institutions in relation to Green Bond Standards and zero-emission vehicles.For more on the key ESG trends shaping the market, be sure to check-out our March newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/esg-regulatory-developments-in-europe.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded...2023-03-2804 min
NatWest Commercial and InstitutionalCorporate ESG February 5 in 5Roze Warren, Debt and Financing Solutions, spends 5-minutes reflecting on recent developments in ESG data, and how these are set to improve both its coverage and quality.For more on the key ESG trends shaping the market, be sure to check-out our February newsletter:https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/tackling-the-challenges-of-esg-data.html To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 27 February...2023-03-0605 minNatWest Commercial and InstitutionalTreasury Tomorrow: How will automation change day-to-day operations?In this episode of the Treasury Tomorrow podcast, Nick Day, Senior Treasury Manager at United International Pictures, joins Jonathan Hall, NatWest's Head of Digital for the Commercial & Institutional business and Nick Pederson, NatWest's Global Head of Digital, for a thought-provoking discussion on the many ways that digitisation and automation are changing the face of treasury. They share their perspectives on how treasurers can cut through the hype and leverage emerging digital technologies and new digital ecosystems to optimise operations and become more influential across businesses today.Navigate to natwest.com/treasurytomorrow to get access to the rest...2023-02-0926 min
NatWest Commercial and InstitutionalCorporate ESG January 5 in 5Dean Shahfar, Debt and Financing Solutions, spends 5-minutes reflecting on the decline in biodiversity, recent developments, and ultimately what this means for Corporates.For more on the key ESG trends shaping the market, be sure to check-out our January newsletter: https://www.natwest.com/corporates/insights/sustainability/sustainable-finance-will-continue-to-impact-corporates-in-2023.html?q=biodiversity&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recor...2023-02-0304 minNatWest Commercial and InstitutionalCorporate ESG November 5 in 5Rui Zu, ESG Advisory, spends 5 minutes reflecting on the latest trends in ESG disclosure and data initiatives impacting companies and investors.For more on the key ESG trends shaping the market, be sure to check-out our November newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-esg-disclosure-trends-toward-standardisation.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 24 November 2022. For any terms used please refer t...2022-12-0705 min
NatWest Commercial and InstitutionalPrivate Finance November 5 in 5Tom Cascales, from our Climate & ESG Capital Markets team, is joined by Ben Morley partner and associate director at the Boston Consulting Group (BCG), to consider BCG’s support of the ESG Data Convergence Initiative (EDCI). BCG’s support of the initiative includes developing a first-of-its-kind private benchmark of ESG data, within the private markets. To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 27 October 2022. For any terms use...2022-11-1305 min
Inspiring Women Wales | Ysbrydoli Menywod CymruS2E6 Focusing on your 'why': Lianne Weaver | Canolbwyntio ar eich 'pam'More women than ever are starting new businesses and, for the first time, women are starting businesses at a faster rate than men.
But male-led businesses are far more likely to scale up. What causes this growth gap - and, crucially, how do we support women to overcome it?
In this episode Gemma chats to Lianne Weaver, founder of Beam Development and Training, about continuing to do a job only because you think it's what's expected of you; connecting with yourself, finding your 'why' and being honest about what would really make you happy; and...2022-11-0831 minNatWest Commercial and InstitutionalFinancial Institutions ESG October 5 in 5Doug Shuffman, Climate & ESG Capital Markets, spends 5 minutes reflecting on key trends from Sustainability-Linked Bond (SLB) issuances, by Financial Institutions.https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-decarbonisation-despite-volatile-macro-backdrop.html?q=pietro+stimamiglio&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 1 November 2022. For any terms used please refer to this glossary: https://www.natw...2022-11-0705 minInspiring Women Wales | Ysbrydoli Menywod CymruS2E5 Business without barriers: Ceri Gillett | Busnes Heb RwystrauFamily care responsibilities are the number one barrier to business success for female entrepreneurs with children.
That was one of the key findings of the Rose Review of Female Entrepreneurship published in 2019. Since then we've seen women bearing the brunt of domestic load during the pandemic, and now the rising cost of living and childcare represents another significant challenge.
So how can we best support mums to start and scale their businesses?
In this episode, Gemma is joined by Ceri Gillett, CEO of Mubo, a social enterprise for female entrepreneurs, to talk about...2022-11-0126 min
NatWest Commercial and InstitutionalCorporate ESG October 5 in 5Pietro Stimamiglio, Climate & ESG Capital Markets, spends 5 minutes reflecting on the European Central Bank’s plan to introduce climate scoring, as they look to gradually decarbonise their corporate bond holdings in their monetary policy portfolios.For more on the key ESG trends shaping the market, be sure to check-out our October newsletter:https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-decarbonisation-despite-volatile-macro-backdrop.html?q=pietro+stimamiglio&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the conte...2022-10-3104 minInspiring Women Wales | Ysbrydoli Menywod CymruS2E4 Getting Your Message Across: Anna Burke | Cyfleu Eich NegesWhat does the future hold for business communications?
Anna Burke is Co-Founder and Managing Director of Anglesey-based creative visual design agency, Animated Technologies. They are 'visual communicators', specialising in using virtual reality and augmented reality to help businesses and other organisations - even schools - to get complex messages across in a visual way.
As well as helping others to share their products and services effectively, Anna is clear about the importance of good communication in all aspects of business. In this episode, she chats to Gemma about how 'sales' can be approached in a...2022-10-2528 minInspiring Women Wales | Ysbrydoli Menywod CymruS2E3 Following Your Dream: Frankie Hobro | Dilyn Dy FreuddwydCan you turn something you're truly passionate about into a successful business?
Frankie Hobro spent years travelling the world, working in far-flung and exotic places on conservation projects for critically endangered species. It involved not only ensuring the species was saved, but also working closely with local communities, inspiring them to carry on the sustainability work once she had moved on.
In this episode, Gemma chats with Frankie about drawing on the skills, resourcefulness and resilience built during those years overseas in her role as Director of Anglesey Sea Zoo. They discuss having confidence in y...2022-10-1827 minInspiring Women Wales | Ysbrydoli Menywod CymruS2E2 From corporate to start-up: Valerie Creusailor | O Gorfforaethol I Fusnesau NewyddCan you really leave a corporate career to build a successful business from a passion project?
Accountant Valerie Creusailor loved hosting barbecues for family and friends. They would compliment her and her husband on the sauces they made, which were inspired by their African heritage. Their guests suggested they should sell them - and there the idea of Goch & Co was born.
In this episode, Gemma chats with Valerie about finding the confidence to invest in the new business, managing cashflow, and lessons that can be carried over from a corporate career - and even...2022-10-1121 min
NatWest Commercial and InstitutionalCorporate ESG September 5 in 5Jaspreet Singh, Sustainable Finance US Capital Markets, spends 5 minutes reflecting on the US’ decision to sign the 2022 Inflation Reduction into law, and its impact on climate.For more on the key ESG trends shaping the market, be sure to check-out our September newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/market-volatility-hampering-greeniums-primary-market.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 5 October 2022. For any terms...2022-10-0705 minInspiring Women Wales | Ysbrydoli Menywod CymruS2E1 Building a resilient business: Natalie Isaac | Adeiladu Busnes GwydnHow do you build a business which can withstand the type of shocks the economy has experienced over the past few years?
Hospitality is one industry bearing the full brunt of those challenges, from Covid lockdowns to a recruitment crunch, from soaring energy bills to a general cost of living crisis.
In this episode, Gemma chats with Natalie Isaac, Director of the 44 Group which owns renowned tapas bars, restaurants and now a hotel. Natalie discusses her journey from bringing a taste of Spain to south Wales, to coping with momentous decisions in the face of...2022-10-0427 minNatWest Commercial and InstitutionalPrivate Finance: September 5 in 5Tom Cascales, Climate & ESG Capital Markets, is joined by Alistair Perkins, a member of the Institutional Investors Group on Climate Change (IGCC), to discuss the IGCC Infrastructure Working Group and its impact on the market.For more on the key ESG trends shaping the market, be sure to check-out our August newsletter: https://www.natwest.com/corporates/insights/sustainability/private-finance-sustainability-monthly-august-2022.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This wa...2022-09-2605 min
NatWest Commercial and InstitutionalCorporate ESG: July 5 in 5Tom Gidman, Debt and Financing Solutions, spends 5 minutes considering ESG Ratings, and the 5 key themes driving recent calls for regulation in this space. For more on the key ESG trends shaping the market, be sure to check-out our July newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/corporate-esg-monthly-12-july-2022.html To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 26 July 2022. For any terms used p...2022-07-2804 min
NatWest Commercial and InstitutionalFinancial Institutions ESG: July 5 in 5Jake Hallam, Climate & ESG Capital Markets, considers the 5 key Social Bond trends set to shape the market for FIs. To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 6 July 2022. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZPlease view our full disclaimer here: https://ww...2022-07-1205 min
NatWest Commercial and InstitutionalCorporate ESG: June 5 in 5Dean Shahfar, Sustainable Finance, spends 5 minutes considering the 5 key actions the Securities and Exchange Commission (SEC) are taking to get a handle on greenwashing.For more on the key ESG trends shaping the market, be sure to check-out our June newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/corporate-esg-monthly-14-june-2022.htmlTo get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find. NB: This was recorded on 24 June 2022. For any terms...2022-06-3004 min
Inspiring Women Wales | Ysbrydoli Menywod Cymru6 Creating a 'furiendly' community: Adele Pember | Creu Cymuned 'Furiendly'How do you build a connected community which wants what you offer and loves your brand?
In this episode, Gemma chats to Adele Pember, founder of Dog Furiendly, whose business idea was inspired by the heartache of leaving her dog at home whenever she wanted to go out for a meal. The popularity of the 'passion project' saw Adele leave employment to work on the business full-time. But the young business had to pivot away from a focus on events when the Covid-19 pandemic hit. Securing investment opened new doors - and challenged Adele to think bigger...2022-05-2426 minInspiring Women Wales | Ysbrydoli Menywod Cymru5 Becoming your own boss: Kath Chadwick | Dod Yn Feistr Eich HunHow do you make the move from a successful career working for someone else to doing whatever it is you do as your own boss?
In this episode, Gemma chats with Kath Chadwick, founder and co-director of Front Door Communications. Kath built a successful career as a BBC journalist and producer before being headhunted by comparison site Go Compare to look after their PR. But a deep-seated desire to be self-employed saw her give it all up to go freelance, before going into business with a friend.
Gemma and Kath discuss building a team, the...2022-05-1028 minInspiring Women Wales | Ysbrydoli Menywod Cymru4 Finding Angels: Claire Copeman | Dod O Hyd I AngylionHow do you secure angel investment for your growing business - and ensure your relationship with your investors is as good as a strong marriage?
In this episode, Gemma chats to Claire Copeman, co-founder of Adventure Tours UK, who left a successful marketing career to self-fund a travel company based on her passion for the great Welsh outdoors. Even as she was starting out, Claire was advised that she'd need investment to grow - and she describes how words of wisdom imparted at that early stage helped her navigate the funding landscape.
4...2022-04-2624 minInspiring Women Wales | Ysbrydoli Menywod Cymru3 Business with a conscience: Mandy Powell | Busnes Gyda ChydwybodHow do you grow a brand with a social purpose?
The Covid pandemic has driven a rise in conscious consumerism, with people increasingly using their purchasing power with more thought for the planet and for those in their community. In this episode, Gemma meets Mandy Powell, founder and CEO of The Goodwash Company, who's on a mission to 'change the world one wash at a time'.
They discuss the challenges - and rewards - of creating a brand with purpose and passion at its heart, the move from a corporate career to self-employment, and what...2022-04-1221 minInspiring Women Wales | Ysbrydoli Menywod Cymru2 Empowering Women: Cherie Arlett | Grymuso MenywodHow important is it to have a role model you can relate to when you're starting or growing a business?
In this episode Gemma is joined by Cherie Arlett, founder and fashion director Of online brand SheCan Closet, and radio presenter on Radio Cardiff. Cherie describes how fleeing an abusive relationship and leaving behind her home and job led to her setting up a business designed to empower women. She chats about the power of seeing women from all backgrounds running successful businesses, of having strong networks and communities around you, and the reality of setting up...2022-03-2924 min
Inspiring Women Wales | Ysbrydoli Menywod Cymru1 Finding Balance: Helen Corsi-Cadmore | Dod O Hyd I'r CydbwyseddHow do you put yourself first and prioritise a healthy work-life balance when setting up and growing a business?
It's something Helen Corsi-Cadmore has learned the hard way. In this first episode of Inspiring Women Wales, Helen talks about her journey from first dipping her toe in the family business at the age of ten, to bringing the Tiger Stores brand to Wales. It's a story of building relationships, finding finance, and learning to fail fast.
Now, as a coach and business growth specialist and mum to twin toddlers, she champions the importance of having...2022-03-2928 min
Bondcast - The Rates PodcastInflation and supply are in the driving seat - how is that influencing our outlook for rates?Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Brian Daingerfield for the US – discuss the resurgence in European bond supply, renewed inflationary pressures, and the revised gilt supply forecast.Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 23 March 2022. For any terms used p...2022-03-2419 minBondcast - The Rates PodcastCentral bank rate forecasts look cloudy with a chance of monetary policy divergenceImogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss central bank rate forecasts hot off the heels of the latest Bank of England and Fed meetings, and the implications for bond markets.Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was r...2022-03-1826 minBondcast - The Rates PodcastUncertainty is rising – but monetary hawks seem undauntedImogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe, Jan Nevruzi for the US, and special guest Brian Daingerfield – discuss the European Central Bank’s hawkish surprise, what to expect from the Fed, and the outlook for oil & gas. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was rec...2022-03-1127 minBondcast - The Rates PodcastOn crisis and conviction – how should investors think about bond market volatility from here?John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of the Ukraine invasion on bond markets, central banks, and what recent market dynamics suggest about the path for volatility in the days and weeks to come. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email...2022-03-0418 minBondcast - The Rates PodcastHow geopolitics could influence the monetary tightening path – and what that means for marketsCould the escalating crisis in Ukraine sway central banks to tweak their monetary tightening plans? Imogen Bachra and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the impact of rising geopolitical risk on market pricing and central bank policy expectations. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email...2022-02-2418 minBondcast - The Rates PodcastMonetary hawks are soaring high, but are markets pricing excessive rate hikes?In this episode of Bondcast, guest host John Briggs and the NatWest Markets team of specialists – Giles Gale for Europe and Jan Nevruzi for the US – discuss whether markets are fairly pricing the rate hike and inflation outlook. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 9 February 2022. For any terms used please refer to this glossary: https://ci.natwes...2022-02-1115 minBondcast - The Rates PodcastWith major central banks spooked by inflation, where to next on the global tightening path?In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of specialists – Ross Walker for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss our new rate hike expectations across the G3 and potential implications for bond markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 3 February 2022. For any terms used please refe...2022-02-0421 minBondcast - The Rates PodcastRate hikes, geopolitical spikes, and volatility strikes – another big week for bond marketsIn this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss our new rate hike expectations in the US, potential implications for UK and European bond markets, and rising geopolitical volatility. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or ema...2022-01-2830 minBondcast - The Rates PodcastBund yields FINALLY crossed over into positive territory – where to from here?In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss big bund market shifts on the horizon and inflation dynamics in the UK and US. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 19...2022-01-2019 minBondcast - The Rates PodcastDetours on the path towards normalisationIn this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss our revised US monetary policy outlook, and the impact of a huge shift in UK and European inflation expectations on markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on...2022-01-1219 minBondcast - The Rates PodcastA hawkish surprise, supply dynamics, and quantitative tighteningIn this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – share their views on how markets are responding to the latest Fed minutes, Q1 bond supply and pricing dynamics in Europe and the UK. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was rec...2022-01-0726 min
NatWest GroupNatWest Group Represent: Career Advice and InspirationWelcome to NatWest Group’s Represent podcast, where you’ll get expert early career tips and advice that you can’t find on our website. We continue the conversations from our Represent mini-series of events, put together to help students from diverse backgrounds learn more about our graduate programmes and internships. With sessions to help students identify their skills and match them with our programmes, advice on tackling online interviews and assessments, inspirational stories from diverse colleagues currently working at the bank, and a spotlight on our wellbeing initiatives, this podcast looks back on the series with plenty...2021-12-1626 minBondcast - The Rates PodcastWhat we expect from the big three central banks in December and how markets could reactIn this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – share their expectations for what the European Central Bank, the Fed, and the Bank of England will discuss at their final meetings of 2021 and how markets could react. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. 2021-12-0913 minBondcast - The Rates PodcastWhy we may see higher yields yetIn this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Theo Chapsalis for the UK – discuss investor sentiment around the Bank of England and the rate rise trajectory, and help make sense of big shifts in European rates markets.Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 17 November 2021...2021-11-1812 minBondcast - The Rates PodcastAre the stagflation and policy mistake narratives overdone?In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the latest US inflation figures, market pricing in Europe, and the upcoming (and record-setting) UK inflation-linked gilt issuance. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 10 November 2021. F...2021-11-1122 minBondcast - The Rates PodcastTinker, Taper, Steeper, SighIn this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – debrief after a busy week of central bank meetings that saw the US Treasury tweak its refunding programme (Tinker), the Fed announce it will start to pull back on asset purchases (Taper), volatile spreads and steepening yields curves (Steeper), and a UK rate hike that never came (Sigh).Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have a...2021-11-0524 minBondcast - The Rates PodcastFor monetary policy hawks, birds of a feather flock together – except for the ECBIn this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giovanni Zanni for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – debrief on the latest European Central Bank (ECB) meeting, discuss what markets should expect at the Bank of England (BoE) and Federal Reserve meetings in November, and assess the US refunding outlook. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – o...2021-10-2823 minBondcast - The Rates PodcastGreen gilts, corporate inflation fears, and US political deadlock In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – discuss the UK green gilt programme, corporate concerns over inflation & supply chains, and the path out of US political deadlock. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 6 October 202...2021-10-0824 min
NatWest Commercial and InstitutionalBondcast: central banks are getting spooked by inflation – should investors be worried?In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – digest a busy week of central bank meetings and discuss what it means for bond markets. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. 2021-09-2420 minBondcast - The Rates PodcastCentral banks are getting spooked by inflation – should investors be worried?In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – digest a busy week of central bank meetings and discuss what it means for bond markets. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. ...2021-09-2320 min
NatWest Commercial and InstitutionalBondcast: upcoming central bank meetings, European inflation and other potential surprises in ratesSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss potential developments that could arise from the fed meeting, inflation trends in Europe and other surprises markets may have in store. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any que...2021-09-1613 minBondcast - The Rates PodcastUpcoming central bank meetings, European inflation and other potential surprises in ratesSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss potential developments that could arise from the fed meeting, inflation trends in Europe and other surprises markets may have in store. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any ques...2021-09-1613 min
NatWest Commercial and InstitutionalBondcast: the ECB takes some PEPP out of its step – what does that mean for markets?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the implications of the latest European Central Bank meeting and US jobs data for bond markets. Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered...2021-09-0912 minBondcast - The Rates PodcastWhat could the upcoming ECB meeting & US jobs reports mean for markets?In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Giles Gale for Europe and John Briggs for the US – discuss shifting ECB views in the run up to next week’s meeting and the likely impact of forthcoming US jobs data on rates markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. NB: This was recorded on 01 September 2...2021-09-0219 min
NatWest Commercial and InstitutionalBondcast: What could the upcoming ECB meeting & US jobs reports mean for markets?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Giles Gale for Europe and John Briggs for the US – discuss shifting ECB views in the run up to next week’s meeting and the likely impact of forthcoming US jobs data on rates markets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if...2021-09-0219 minBondcast - The Rates PodcastBondcast: should markets expect higher yields from here?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss the US fiscal outlook and debt ceiling season, the right time to turn bearish in Europe, and building the UK’s green bond curve. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for...2021-08-2721 minBondcast - The Rates PodcastBondcast: monetary policy hawks are circling but bond yields are falling… why?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs steps in for Imogen Bachra, and along with the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – dives into the Bank of England’s quantitative easing plans, US refunding, and the curious shift lower in global bond yields. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ butt...2021-08-2618 minBondcast - The Rates PodcastBondcast: labour, inflation, or politics – what’s ultimately going to move bond markets in September?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and Jan Nevruzi for the US – discuss the upcoming Jackson Hole symposium, the latest UK inflation & labour data, and German elections. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the p...2021-08-2619 minBondcast - The Rates PodcastBondcast: as central banks gear up to tighten, will the economy throw markets a yield curveball?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discusses the latest inflation & jobs data out of the US, and recent shifts in UK and Euro Area rates. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you...2021-08-2626 min
NatWest Commercial and InstitutionalBondcast: should markets expect higher yields from here?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss the US fiscal outlook and debt ceiling season, the right time to turn bearish in Europe, and building the UK’s green bond curve. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for o...2021-08-2621 min
NatWest Commercial and InstitutionalBondcast: labour, inflation, or politics – what’s ultimately going to move bond markets in September?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and Jan Nevruzi for the US – discuss the upcoming Jackson Hole symposium, the latest UK inflation & labour data, and German elections. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the p...2021-08-2019 min
NatWest Commercial and InstitutionalBondcast: as central banks gear up to tighten, will the economy throw markets a yield curveball?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discusses the latest inflation & jobs data out of the US, and recent shifts in UK and Euro Area rates. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you...2021-08-1226 min
NatWest Commercial and InstitutionalBondcast: monetary policy hawks are circling but bond yields are falling… why?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs steps in for Imogen Bachra, and along with the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – dives into the Bank of England’s quantitative easing plans, US refunding, and the curious shift lower in global bond yields. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ butto...2021-08-0518 min
NatWest Commercial and InstitutionalBondcast: summer calm before the autumn storm?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and John Briggs for the US – discuss the latest Fed meeting, look ahead to the Bank of England meeting in August, and discuss the rates market outlook for late Q3 and beyond. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to...2021-07-3020 min
NatWest Commercial and InstitutionalBondcast: dovishness, Delta, and downward growth pressure – the three Ds to watchSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and John Briggs for the US – digest what the latest European Central Bank meeting means for fixed income markets, and look ahead to the Bank of England and Fed meetings in the weeks to come. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for...2021-07-2319 min
NatWest Commercial and InstitutionalBondcast: dovishness, Delta, and downward growth pressure – the three Ds to watchSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and John Briggs for the US – digest what the latest European Central Bank meeting means for fixed income markets, and look ahead to the Bank of England and Fed meetings in the weeks to come. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so...2021-07-2322 min
NatWest Commercial and InstitutionalBondcast: just how transitory is the ‘transitory inflation’ narrative?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. Will the broadening nature of inflation challenge the ‘transitory’ narrative for markets? In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and John Briggs for the US – discuss the European Central Bank’s strategy review, the latest inflation prints in the UK and the US, and shifting investor sentiment. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re avai...2021-07-1622 min
NatWest Commercial and InstitutionalBondcast: the role of oil in the inflation debateSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Brian Daingerfield for the US – discuss the oil market’s influence on the inflation outlook, a revised (upward) growth outlook in Europe, and the UK fiscal risk outlook. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for o...2021-07-0822 min
NatWest Commercial and InstitutionalBondcast: what markets might be missing about the pandemicSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Brian Daingerfield for the US – look at how markets are digesting improving pandemic trends, a new US spending package proposal, and bond index extensions in the UK. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to...2021-07-0126 min
NatWest Commercial and InstitutionalBondcast: what the latest Bank of England meeting means for youSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gales for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – digest what the latest from the Bank of England and other central bank moves mean for markets.Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you...2021-06-2823 min
NatWest Commercial and InstitutionalBondcast: in a battle between flows and fundamentals, who wins?Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gales for Europe, Theo Chapsalis for the UK, and John Briggs for the US – digest the latest from the Fed, talk inflation-linked securities ahead of the Bank of England’s next meeting, and re-discover their bearish side in Europe. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d...2021-06-1829 min
NatWest Commercial and InstitutionalBondcast: sometimes, the best position is no position | Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gales for Europe, Theo Chapsalis for the UK, and John Briggs for the US – take a closer look at a hot new US data print, the latest European Central Bank meeting, and the long end of the UK yield curve. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions...2021-06-1123 min
NatWest Commercial and InstitutionalBondcast: dismal US jobs data, the “everything down” trade in Europe & inflation surprisesSharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discuss the latest US non-farm jobs data and the economic recovery, investor positioning in Europe, and surprising inflation trends. NB: This was recorded on 12 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwe...2021-05-1327 min
NatWest Commercial and InstitutionalBondcast: QE tapering vs. monetary tightening – and why the difference matters for marketsSharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discuss the latest Bank of England meeting, the quantitative easing (tapering) outlook in the US, and pandemic trends in Europe. NB: This was recorded on 3 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: ht...2021-05-0724 min
NatWest Commercial and InstitutionalBondcast: taper’s the talk of the town – what’s the right time to be bearish on rates?Sharpen your view with our insights & fixed income analysis. Our strategists discuss the biggest themes & events shaping the landscape.In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discuss how central banks across all three regions are thinking about tapering, the impact on bond markets and implications for investors.NB: This was recorded on 29 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view ou...2021-04-3023 min
NatWest Commercial and InstitutionalBondcast: the ECB’s missing message, higher UK inflation & US refunding updateSharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the European Central Bank’s decision to keep asset purchases steady, structural shifts in UK inflation, and an update on the US refunding outlook. NB: This was recorded on 22 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please vie...2021-04-2325 min
NatWest Commercial and InstitutionalBondcast: will better growth & higher inflation bring bond bears out of hibernation? Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the latest vaccination hiccups, and how better growth, higher inflation & more bond supply are being digested by markets. NB: This was recorded on 14 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://c...2021-04-1524 min
NatWest Commercial and InstitutionalOn Point: what does the Q2 economic & market outlook mean for corporates?Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets and society. In the latest episode of On Point, Neil Parker, FX Markets Strategist joins Ross Walker, Co-Head of Global Economics and Chief UK Economist and Sam Boughton, Director, Corporate Syndicate at NatWest Markets for a closer look at key drivers of the Q2 economic & market outlook and discuss macro, liquidity & funding risks confronting corporates in the months ahead. NB: This was recorded on 12 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/ins...2021-04-1434 min
NatWest Commercial and InstitutionalBondcast: spotlight on the FOMC & ECB minutes and new UK supply in the offingSharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the latest FOMC & ECB minutes and the upcoming UK syndication. NB: This was recorded on 8 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 2021-04-0931 min
NatWest Commercial and InstitutionalThe Weekly Watch: more US stimulus is coming – how will that affect markets, growth & inflation? Our quick-take analysis on what to watch in financial markets for the week ahead. What does President Biden’s latest fiscal stimulus plan mean for markets? Global Head of Desk Strategy John Briggs takes a closer look and Ross Walker, Co-Head of Global Economics & Chief UK Economist at NatWest Markets joins to talk through our latest forecasts for global growth & inflation. Note: This was recorded on 31 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary 2021-04-0108 min
NatWest Commercial and InstitutionalBondcast: what will drive bond supply in Q2?Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss key drivers of bond supply over the coming quarter. NB: This was recorded on 30 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 2021-03-3121 min
NatWest Commercial and InstitutionalThe Weekly Watch: a better outlook for risk assets – but selectivity is key Our quick-take analysis on what to watch in financial markets for the week ahead. As markets begin to calm following a busy month of central bank meetings, Global Head of Desk Strategy John Briggs takes a closer look at the improving outlook for risk assets and Galvin Chia, Emerging Market Strategist, CEEMEA at NatWest Markets joins for a spotlight discussion on key drivers of emerging market asset & currency performance. Note: This was recorded on 25 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insi...2021-03-2609 min
NatWest Commercial and InstitutionalBondcast: how coronavirus-driven economic pattern disruption is affecting rates marketsSharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss how new economic patterns are affecting rates markets. NB: This was recorded on 25 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 2021-03-2624 min
NatWest Commercial and InstitutionalBondcast: Bank of England and the Fed held their nerve – where to for rates?Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Brian Daingerfield for the US – digest the latest Bank of England and US Federal Reserve meetings and discuss the implications for rates. NB: This was recorded on 18 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest...2021-03-1922 min
NatWest Commercial and InstitutionalThe Weekly Watch: will central banks & markets finally converge on inflation? Our quick-take analysis on what to watch in financial markets for the week ahead. Our guest host for the week, Giles Gale, Head of European Rates Strategy at NatWest Markets takes a closer look at whether markets and central banks are converging or diverging in how they think about inflation (and rates), and Kevin Cummins, Chief US Economist, NatWest Markets joins for a spotlight on the Fed. Note: This was recorded on 18 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insi...2021-03-1913 min
NatWest Commercial and InstitutionalThe Weekly Watch: did the ECB fire the starting shot on taming yields?Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how markets and investors are thinking about rates, growth & volatility ahead of a busy week of central bank meetings and Giles Gale, Head of European Rates Strategy at NatWest Markets joins for a spotlight discussion on the European Central Bank (ECB). Note: This was recorded on 11 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/ins...2021-03-1207 min
NatWest Commercial and InstitutionalBondcast: the ECB blinked on rate volatility – will the Fed and the BoE follow suit?Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the European Central Bank’s (ECB) recent decision to increase the pace of asset purchases and look at whether other major central banks meeting the week of March 15th will also move to tame rising yields. NB: This was recorded on 11 March 2021. For any terms used please refer to this...2021-03-1221 min
NatWest Commercial and InstitutionalOn Point: what a Biden presidency means for UK & European businesses, trade, FX & rates Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets and society. In the latest episode of On Point, Neil Parker, FX Markets Strategist at NatWest Markets joins Global Head of Desk Strategy, John Briggs, and Head of G10 FX Strategy for the Americas, Brian Daingerfield, to discuss how the Biden presidency could affect the average corporate in the UK & Europe, FX rates, and trade. NB: This was recorded on 3 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full...2021-03-0941 min
NatWest Commercial and InstitutionalThe Weekly Watch: central banks hold their nerve & spotlight on UK Budget 2021 | Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at why central banks are holding their nerve in the face of rising bond yields and Ross Walker, Co-Head of Global Economics & Chief UK Economist at NatWest Markets joins for a spotlight discussion on the key takeaways & risks in the UK Budget 2021. Note: This was recorded on 4 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insi...2021-03-0508 min
NatWest Commercial and InstitutionalBondcast: a little more volatility, hints towards central bank responses, and UK budget spotlight | Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK and Blake Gwinn for the US – discuss continued volatility in rates markets, hints towards central bank responses, and key takeaways from the UK 2021 Budget. NB: This was recorded on 4 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: ci.natwest.com/disclaimer. 2021-03-0517 min
NatWest Commercial and InstitutionalThe Weekly Watch: more taper tantrum talk & spotlight on the FedOur quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how markets (and central banks) are digesting recent positive economic data and Kevin Cummins, Chief US Economist at NatWest Markets joins for a spotlight discussion on the US economy & the Fed. Note: This was recorded on 25 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary 2021-02-2610 min
NatWest Commercial and InstitutionalBondcast: yields are rising everywhere – at what point will central banks push back?Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. Rates are rising and yield curves steepening at a precarious time for the global economy – at what point will central banks push back? In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – discuss rising global bond yields and key catalysts for action from central banks. NB: This was recorded on 24 February 2021. For any terms used please refer to...2021-02-2523 min
NatWest Commercial and InstitutionalThe Weekly Watch: a tone shift strikes markets & will reflation theme support continue?Our quick-take analysis on what to watch in financial markets for the week ahead. A familiar pattern in risk assets is emerging. Global Head of Desk Strategy John Briggs takes a closer look at key drivers for a recent shift in market sentiment – and how long the trend could last. Brian Dangerfield, Head of G10 FX Strategy, Americas at NatWest Markets joins for a spotlight discussion on support drivers for the reflation theme – and whether it’s due for a pullback. Note: This was recorded on 18 February 2021. Please view our full disclaimer here: https://ci.natwest...2021-02-1910 min
NatWest Commercial and InstitutionalBondcast: big rates forecast changes in the UK & EU and the great inflation debate | Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. Will the nature of inflation change in a post-pandemic world? In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – discuss big rates forecast changes in the UK & EU and debate the future of inflation. NB: This was recorded on 17 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please vi...2021-02-1826 min
NatWest Commercial and InstitutionalBondcast: why the US cash balance is a big deal & Italy won’t Draghi down sentiment Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – dive into the outlook for the US cash balance. They also explore whether former ECB president Mario Draghi can work miracles in Italy – and the impact on markets & sentiment. NB: This was recorded on 10 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/i...2021-02-1220 min
NatWest Commercial and InstitutionalThe Weekly Watch: US exceptionalism, reflation trades & spotlight on inflation | Our quick-take analysis on what to watch in financial markets for the week ahead. With more positive vaccine news & growth optimism building, Global Head of Desk Strategy John Briggs takes a closer look at two big themes moving markets: US exceptionalism, and reflation trades. Theo Chapsalis, Head of UK Rates Strategy at NatWest Markets also joins for a spotlight on medium-term inflation expectations. Note: This was recorded on 11 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary 2021-02-1207 minNatWest Commercial and InstitutionalBondcast – The Rates Podcast: US refunding, UK inflation & the great negative rates debateSharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – discuss the recent results & outlook for US refunding, and dive into the UK negative rates debate following the latest Bank of England meeting. NB: This was recorded on 4 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full...2021-02-0520 min
NatWest Commercial and InstitutionalThe Weekly Watch: USD strength, investor rotation, and why EU recovery pessimism is overdone Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at why, perhaps counter-intuitively, the US dollar is strengthening. Giovanni Zanni, Chief Euro Area Economist at NatWest Markets also joins for a spotlight on why pessimism around a medium-term economic recovery in Europe is overdone. Note: This was recorded on 4 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary 2021-02-0507 min