Central banks may be on hold, but for how long? episode artwork

EPISODE · Apr 24, 2026 · 32 MIN

Central banks may be on hold, but for how long?

from Bondcast - The Rates Podcast · host NatWest Corporates and Institutions

This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their expectations ahead of three imminent central bank meetings.Key points:1. US economic data and consumer resilience2. UK inflation and labor market dynamics3. Fed, BoE and ECB policy forecasts4. UK political risks and fiscal policy5. Ongoing impact of geopolitical tensions on marketsThis episode was recorded on 23 April 2026. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html 

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This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their expectations ahead of three imminent central bank meetings. Key points: 1. US economic data and consumer resilience 2. UK inflation and labor market dynamics 3. Fed, BoE and ECB policy forecasts 4. UK political risks and fiscal policy 5. Ongoing impact of geopolitical tensions on markets This episode was recorded on 23 April 2026. Remember to hit subscribe so you can listen to th...

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Central banks may be on hold, but for how long?

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