The trade war whiplash

In this episode, Imogen Bachra, Brian Daingerfield and Oriane Parmentier discuss the latest developments in rates markets, focusing on trade war dynamics, tariff policies and the implications for markets. They also discuss the recent rate cut by the Bank of England, the evolving economic data landscape in the US, and the fragile French political backdrop.Remember to hit subscribe so you can listen to the latest episode in this series as soon as it's available and get our views on the big themes and events moving markets and shaping the economy in 2025.NB. This episode was recorded on 6 February 2025For 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.htmlLinks