In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Alvaro Vivanco, EM Strategist, about possible paths forward in the Russia-Ukraine crisis and what they could mean for markets. 

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NB: This was recorded on 27 January 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, speaks with Chief China Economist, Peiqian Liu, about the growing divergence in economic data and monetary policy between China and the West – and what that could mean for the global outlook. 

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NB: This was recorded on 20 January 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, speaks with Chief US Economist, Kevin Cummins, about US inflation and monetary policy expectations in the months ahead. 

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NB: This was recorded on 13 January 2022. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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Central banks and quantitative tightening, Omicron, and energy prices. In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Head of G10 FX Strategy US, Brian Daingerfield, about the key themes and events moving markets in the first few months of 2022. 

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NB: This was recorded on 6 January 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, speaks with Head of G10 FX Strategy EMEA, Paul Robson, about central banks’ relative hawkishness in the final weeks of December and what that could mean for markets early in the new year.

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NB: This was recorded on 16 December 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 the Weekly Watch, Global Head of Desk Strategy, John Briggs, quizzes Ross Walker, Kevin Cummins, and Giovanni Zanni on how the Bank of England, the Fed, and the European Central Bank will close out the year amidst a new surge in covid cases and the continued rise of inflation. 

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NB: This was recorded on 9 December 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 the Weekly Watch, Global Head of Desk Strategy, John Briggs, and Head of G10 FX, US, Brian Daingerfield, discuss how markets are digesting risks to the outlook presented by the Omicron covid variant and potentially speedier reduction in monetary policy accommodation from the Fed. 

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NB: This was recorded on 2 December 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 the Weekly Watch, Global Head of Desk Strategy, John Briggs and Kevin Cummins, Chief US Economist, discuss the US inflation outlook and whether the Fed could taper more quickly than markets expect. 

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NB: This was recorded on 18 November 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 the Weekly Watch, Global Head of Desk Strategy, John Briggs, and Head of G10 FX, Americas, Brian Daingerfield, discuss the outlook for US fiscal spending and inflation, the political landscape, and implications for currencies and markets. 

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NB: This was recorded on 10 November 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 the Weekly Watch, Head of G10 FX, EMEA Paul Robson and Chief UK Economist and Co-Head of Global Economics Ross Walker discuss the Bank of England rate hike that wasn’t, the trajectory for monetary policy tightening in the UK and what that means for currencies and markets. 

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NB: This was recorded on 4 November 2021. For any terms used please refer to this glossary:  https://ci.natwest.com/insights/articles/insight-glossary 

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