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 our full disclaimer here: https://ci.natwest.com/disclaimer.

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

Central bank tapering doesn’t normally bring what markets consider to be good things, but Global Head of Desk Strategy John Briggs looks at why the next taper cycle is (probably) different from those preceding it. Speaking of tapering, our Head of UK Rates Strategy Theo Chapsalis joins for a deep dive on what to expect from the next Bank of England meeting – and how markets are likely to respond.

Note: This was recorded on 29 April 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 

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 Brian Daingerfield, Head of G10 FX Strategy and Peiqian Liu, Chief China Economist to discuss the impact of China’s post-pandemic economic recovery on currency trends, global supply chains, and corporate strategy.

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 

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 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 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 looks at why the Bank of Canada’s latest moves should get investors thinking about the prospect of QE tapering elsewhere and what it means for assets. European Rates Strategist Imogen Bachra joins for a deep dive on the European Central Bank’s decision to leave its (recently upsized) crisis-fighting tools broadly unchanged.  Note: This was recorded on 22 April 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 

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 what recent vaccine hiccups and a more positive recovery story in Europe means for markets and Chief US Economist Kevin Cummins joins for deep dive on what the latest flurry of very strong US data says (and doesn’t say) about next phase of the recovery.  Note: This was recorded on 15 April 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 

 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://ci.natwest.com/disclaimer. 

Governments globally are expending billions and trillions to support civilisations through repeated lockdowns. As global yields rise, they could potentially become a threat to recovery as funding the debt could be more expensive in the long term. So what could central banks do to improve global economic conditions, and what might this mean for FX markets? Neil Parker, FX Markets Strategist, shares his views for the month ahead.

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
ECB:       European Central Bank
FX:          Foreign Exchange
FOMC:  Federal Open Market Committee
GDP:      Gross Domestic Product
IFO:        Information and Forschung / Germany’s Institute for Economic Research
ILO:        International Labour Organisation 
IMF:       International Monetary Fund
MHRA: Medicines and Healthcare products Regulatory Agency
MPC:     Monetary Policy Committee
NAHB:   National Association of Home Builders
OECD:   Organisation for Economic Co-operation and Development 
PEPP:    Pandemic Emergency Purchase Programme
PMI:      Purchasing Managers’ Index
PNSB:    Public Net Sector Borrowing
QE:         Quantitative easing
VAT:      Value Added Tax
WTO:     World Trade Organisation
ZEW:      Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index

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/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.  Our guest host for the week, Giles Gale, Head of European Rates Strategy at NatWest Markets takes a closer look at what the latest round of economic data means for markets. Giovanni Zanni, Chief Euro Area Economist at NatWest Markets joins for a discussion on the region’s (perhaps surprisingly) strong economic prospects and risks to the outlook – including a deep dive on a German constitutional court case that could determine the future of the Next Generation EU Fund and delay the recovery.