Election surprises and expectation overshoots

This week host Imogen Bachra is again joined by Deepika Dayal and Giovanni Zanni to discuss not just rates, but how political developments in the UK and Europe are affecting markets. In the UK, the starting gun has fired for a July general election, while in the EU, parliamentary elections are also looming. Away from the ballot box, it's starting to feel like monetary Groundhog Day: stronger than expected print data looks likely to keep rates higher for longer.Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available.This episode was recorded on 23 May 2024. For any terms used please refer to our glossary:https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html