In this week’s Bondcast, Ian Vanderhorn is joined by Oriane Parmentier and Paul Robson to discuss policy updates in the US, the UK and Europe. 

The Bondcasters kick off this week’s podcast with a review of the Bank of England’s ‘dovish hold’ on 5 February and take a closer look at the drivers behind recent upward drift in yields.

The ECB followed the Bank of England with a rate hold of its own this week – and Oriane digs into what this could mean for the trajectory for rates in the months ahead.

Finally, Ian discusses the latest news out of the Fed: Kevin Warsh’s appointment as the new Fed Chair to replace Jerome Powell once his term concludes in May. Will Warsh’s past views of Fed’s mandate, and the way it uses its balance sheet, affect the trajectory for rates later this year and beyond? Tune in to find out.

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This episode was recorded on 5 February 2026, and captions are automatically generated.

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