There doesn’t seem to be enough of anything these days – including the two things that most economies run on: oil & gas. In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs and Head of G10 FX for the Americas, Brian Daingerfield, discuss the fuel crisis, the ‘shortage of everything’, and their impact on markets. 

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NB: This was recorded on 30 September 2021. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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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 take a closer look at how haulier shortages, spiking energy prices, and US politics are feeding into rates markets. 

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NB: This was recorded on 29 September 2021. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs discusses the hawkish tilt among global central banks and it impact on markets, and speaks with Kevin Cummins, Chief US Economist about how the Fed’s shifting thinking around inflation and labour markets could affect the rate hike and taper timeline. 

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NB: This was recorded on 23 September 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. 

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. 

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NB: This was recorded on 23 September 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, 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.

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NB: This was recorded on 16 September 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.

In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs talks with Paul Robson, Head of G10 FX Strategy, on what recent & upcoming central bank meetings mean for currency moves.

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NB: This was recorded on 16 September 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. 

In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs sheds light on how the US jobs reports could affect the taper timeline the NatWest Markets team set out last month. Imogen Bachra, European Rates Strategist joins for closer look at the latest European Central Bank meeting. 

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NB: This was recorded on 9 September 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 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 on the podcast, reach out directly or on Bloomberg – or email [email protected]. 

NB: This was recorded on 9 September 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.

How will China’s slowdown and the changing growth dynamic affect the global economic recovery longer term? What does Delta-driven divergence look like across emerging market assets? And how will supply chain & trade pressures affect the outlook for commodities and global currencies? In this episode of 4 Qs for Q4, European Rates Strategist Imogen Bachra joins Peiqian Liu, Galvin Chia, Paul Robson to discuss the shifting long-term growth outlook in China and its effects on global trade, currencies, and commodities. 

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NB: This was recorded on 24 August 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.

Inflation is picking up almost everywhere – where do we think price pressure will endure and where will it pass? From supply chains to fixed income, where are markets underestimating inflation risk? In this episode of 4 Qs for Q4, Global Head of Desk Strategy John Briggs is joined by Ross Walker, Theo Chapsalis, and Giles Gale for a closer look at whether the pandemic charted a new long-term course for inflation markets in the US, UK, and Europe.

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NB: This was recorded on 24 August 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.