Slow and steady
Listen now
Description
This week host Joann Spadigam and Kevin Cummins review their expectations for central bank rate cuts later this year. While economic data have surprised in the US, they don't think it's enough to dramatically change the Fed's position. But with more data on the way, it's a case of wait and see. In Europe, the broad inflation news is in line with the European Central Bank's expectations, and an April cut still seems unlikely.   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 4 April 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  Please note that captions are automatically generated.
More Episodes
Ahead of elections in France and the UK, how are markets pricing in possible outcomes? This week Imogen Bachra and Joann Spadigam consider how bonds are being affected and what clues markets are looking for. While they’re confident that a Labour victory has been priced in to current spreads,...
Published 06/28/24
Published 06/28/24
With inflation now at its target, what were the prospects that the Bank of England would cut its base rate? Not much, according to Imogen Bachra and Joann Spadigam, who this week look at both the reasons for a hold, and whether the Monetary Policy Committee is becoming just a bit more dovish....
Published 06/21/24