Detours on the path towards normalisation

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 – discuss our revised US monetary policy outlook, and the impact of a huge shift in UK and European inflation expectations on markets.  Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. 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 12 January 2022. 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.