In the latest episode of the Weekly Watch, Imogen Bachra takes the reins from John Briggs and talks to our Chief US Economist Kevin Cummins (known on the Street as ‘The Fed Watcher’) about the latest Fed minutes, the path for quantitative tightening, and what markets should expect in the months ahead. 

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NB: This was recorded on 7 April 2022. 
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 In the latest episode of The Weekly Watch, Co-Head of G10 FX Strategy for US, Brian Daingerfield, talks to his fellow G10 FX Strategy Co-Head (EMEA) Paul Robson about growing monetary policy divergence across major regions, rising stagflation fears, and the key drivers of global currencies in the quarter ahead.

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NB: This was recorded on 30 March 2022. 

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In the latest episode of The Weekly Watch, Global Head of Desk Strategy, John Briggs, and Chief China Economist, Peiqian Liu, discuss the combined effects of higher bond yields, Russia’s invasion of Ukraine, and supply chain disruption on inflation and economic growth. They also take a closer look at covid’s resurgence in China and the impact of a big shift in the country’s pandemic management strategy on the economic growth outlook.

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NB: This was recorded on 24 March 2022. 
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In the latest episode of the Weekly Watch, Head of G10 FX Strategy, US, Brian Daingerfield, speaks with Ross Walker, Chief UK Economist and Co-Head of Global Economics about the Bank of England’s latest move, what to expect from the upcoming UK Spring Budget, and how regional monetary and fiscal divergence could affect markets in the months ahead. 

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NB: This was recorded on 17 March 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with Giovanni Zanni, Chief Euro Area Economist, about the risks to growth and inflation caused by the crisis in Ukraine and discuss how markets should digest the latest European Central Bank meeting. 

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NB: This was recorded on 10 March 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with Scott Livingstone, International Advisor at NatWest Group, about the geopolitical implications of the invasion of Ukraine and potential paths forward for the country, Russia, and the West. 

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NB: This was recorded on 3 March 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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In the latest episode of the Weekly Watch, Co-Head of G10 FX Strategy for the US, Brian Daingerfield, and Head of Emerging Markets Strategy, Alvaro Vivanco, take a closer look at how the crisis currently unfolding in Ukraine could affect markets in the coming weeks. 

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NB: This was recorded on 24 February 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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Global Head of Desk Strategy, John Briggs in discussion with US Economist Kevin Cummins and Co-Head of G10 FX Strategy Brian Daingerfield. Get our take on how US policy could unfold post the March Fed meeting and the impact this will have on fixed income & FX markets. 

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NB: This was recorded on 17 February 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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Hot on the heels of the Bank of England, ECB and Fed meetings, FX Strategist Paul Robson gives his take on how the latest policy developments may impact growth and FX markets, and why “the squeezed middle” is the trend to watch. 

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NB: This was recorded on 10 February 2022. 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 the Weekly Watch, Global Head of Desk Strategy, John Briggs, discusses the hawkish ECB meeting, and also speaks with Ross Walker, Chief UK Economist and Co-Head of Global Economics, about the Bank of England’s recent bank rate hike and inflation update, and discusses the impact on the path for monetary tightening. 

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NB: This was recorded on 3 February 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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