Questions of level and time

This week host Imogen Bachra is joined by John Briggs and Joann Spadigam to discuss bond market movements. With scant evidence of grand disinflation in the US, the panel ask whether the Fed may cut rates at all this year, and what the markets may price in. In the UK, what should we make of recent inflation data which contained upside surprises, while in Europe, how acceptable are Italian and French national debt levels? Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Bondcast as soon as they’re available. NB: This was recorded on 18 April 2024. For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html