Where there's a Bill, there's a way

This week, Joann Spadigam, Paul Robson and Ian VanderHorn discuss recent developments in bond markets, focusing on gilt market volatility, the Bank of England's quantitative tightening, the US's big and beautiful budget bill and the European Central Bank's strategy. The discussion highlights the importance of fiscal credibility, market interpretation of economic data, and the potential impact of global factors on European rates.Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 03 July 2025.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