New UK fiscal frets and old French fears

This week Imogen Bachra and Joann Spadigam ruminate about rates markets on either side of the Channel. In the UK, markets appear to be waking up to fiscal concerns, and have had to take into account recent remarks from Bank of England governor Andrew Bailey. Meanwhile, how might the euro area's falling inflation affect future decisions on rates? Finally, to France, where markets are waiting for next week's budget. This episode was recorded on 3 October 2024.For any terms used please refer to https://www.natwest.com/corporates/insights/markets/glossary.html.Please view our full disclaimer https://www.natwest.com/corporates/disclaimer.html.Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available.