US-Iran ceasefire leaves markets eyeing another battle: the war on inflation

In this week’s Bondcast, Imogen Bachra, Ian Vanderhorn, and Oriane Parmentier talk about the delicate ceasefire between the US and Iran and explore the potential impacts on rates markets, inflation forecasts, and central bank policy expectations in the US, the UK, and Europe. This episode was recorded on 9 April 2026.For 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.html