Host:              

Duncan Maccabe, UK Corporate Currencies Sales 

Presenters:   

Neil ‘Parky’ Parker, FX Markets Strategist

James Newman, Institutional FX Sales

We use a few acronyms in our content, here’s a list of the key terms:

BoE Bank of England
CBI Confederation of British Industry
CDU/CSU Christlich-Demokratische Union/Christlich-Soziale Union
CIPS Chartered Institute of Purchasing and Supply
CPI Consumer Price Index
ECB European Central Bank
FOMC Federal Open Market Committee
FX Foreign Exchange
GDP Gross Domestic Product
GFK Growth from Knowledge (consumer research)
IFO Information and Forschung / Germany’s Institute for Economic Research
ILO International Labour Organisation 
IMF International Monetary Fund
ISM Institute for Supply Management
MHRA Medicines and Healthcare products Regulatory Agency
MPC Monetary Policy Committee
NAHB National Association of Home Builders
OBR Office for Budget Responsibility 
OECD Organisation for Economic Co-operation and Development 
PEPP Pandemic Emergency Purchase Programme
PIPS Percentage in point
PMI Purchasing Managers’ Index
PNSB Public Net Sector Borrowing
RICS Royal Institution of Chartered Surveyors 
QE Quantitative Easing
VAT Value Added Tax
WTO World Trade Organization
ZEW Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index

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 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 have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. 

NB: This was recorded on 24 June 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.

As many economies around the developed world start to unlock, the expectation is that we'll start to see an acceleration in activity and re-hiring.

Are the markets already pricing this in? What’s that mean in terms of economic recovery, employment, inflation, monetary policy and markets?

Neil Parker, FX Markets Strategist, shares his views for the month ahead. We also welcome back Piers Leslie, Founder and Chartist of Fact Not Fiction Forecasting Ltd, to provide his technical perspective.

Disclaimer: https://www.ci.natwest.com/disclaimer

Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:

BoE:       Bank of England
CBI:        Confederation of British Industry
CIPS:      Chartered Institute of Purchasing and Supply
CPI:        Consumer Price Index
CDU/CSU: Christlich-Demokratische Union/Christlich-Soziale Union
ECB:       European Central Bank
FX:          Foreign Exchange
FOMC:  Federal Open Market Committee
GDP:      Gross Domestic Product
GFK:       Growth from Knowledge (consumer research)
IFO:        Information and Forschung / Germany’s Institute for Economic Research
ILO:        International Labour Organisation 
IMF:       International Monetary Fund
ISM:        Institute for Supply Management
MHRA: Medicines and Healthcare products Regulatory Agency
MPC:     Monetary Policy Committee
NAHB:   National Association of Home Builders
OBR       Office for Budget Responsibility 
OECD:   Organisation for Economic Co-operation and Development 
PEPP:    Pandemic Emergency Purchase Programme
PIPS      Percentage in point
PMI:      Purchasing Managers’ Index
PNSB:    Public Net Sector Borrowing
QE:         Quantitative easing
RICS      Royal Institution of Chartered Surveyors 
VAT:      Value Added Tax
WTO:     World Trade Organisation
ZEW:      Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index

Our quick-take analysis on what to watch in financial markets for the week ahead.

Inflation hawks are circling – how should markets respond? Global Head of Desk Strategy John Briggs digests what the latest Fed meeting means for markets longer-term and Ross Walker, Co-Head of Global Economics and Chief UK Economist joins for a preview of the upcoming Bank of England meeting. 

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. 

NB: This was recorded on 17 June 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. 

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 like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. 

NB: This was recorded on 17 June 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.

 | 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 you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. 

NB: This was recorded on 10 June 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. 

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 the latest US inflation print and Chief Euro Area Economist Giovanni Zanni discusses the most recent European Central Bank meeting and the longer-term outlook for Europe. 

Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. 

NB: This was recorded on 10 June 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.

Our quick-take analysis on what to watch in financial markets for the week ahead.  As the post-pandemic economic recovery continues, albeit at different speeds across regions, central banks will inevitably start to talk about tapering the very generous levels of quantitative easing rolled out to combat the crisis. Global Head of Desk Strategy John Briggs and Head of G10 FX Strategy for EMEA Paul Robson take a closer look at how the uneven march of QE tapering across regions could affect FX markets. 

Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. 

NB: This was recorded on 3 June 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. 

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 – Giovanni Zanni for Europe and John Briggs for the US – take a closer look at persistent dovishness in the Euro Area, rising hawkishness across the Anglosphere central banks, and what that means for the fixed income outlook in the months ahead. 

Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. 

NB: This was recorded on 2 June 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 

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 are digesting two diverging central banks – the Fed and the European Central Bank – and Ross Walker, Chief UK Economist and Co-Head of Global Economics joins for a spotlight on UK inflation and the corporate sector investment outlook. 
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. 

NB: This was recorded on 27 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.natwest.com/disclaimer.