In this week’s Bondcast, Joann Spadigam is joined by Stuart Sparks and Paul Robson to discuss policy updates in the US, the UK and Europe. Following a much-predicted 25 basis point cut by the Fed, there is still plenty to ponder on US monetary policy going into 2026. And with the Bank of England expected to also cut rates in December, how matched are the two monetary cycles? In Europe, of course, the story is quite different: a glut of supply and rumblings of a rate hike. ...
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In this week’s Bondcast, Joann Spadigam is joined by Stuart Sparks and Paul Robson to discuss policy updates in the US, the UK and Europe. Following a much-predicted 25 basis point cut by the Fed, there is still plenty to ponder on US monetary policy going into 2026. And with the Bank of England expected to also cut rates in December, how matched are the two monetary cycles? In Europe, of course, the story is quite different: a glut of supply and rumblings of a rate hike. ...
In this episode of Bondcast, Joann Spadigam and Stuart Sparks discuss the current state of tariffs and trade deals, particularly in relation to the US and Europe. Might markets be underestimating recent developments? They also analyse why US monetary policy and fiscal policy need to find an equilibrium, and explore the impact of demographic changes on debt sustainability. The discussion also covers the outlook for European markets amid global fiscal pressures and the potential for inflationar...
Bondcast - The Rates Podcast
In this week’s Bondcast, Joann Spadigam is joined by Stuart Sparks and Paul Robson to discuss policy updates in the US, the UK and Europe. Following a much-predicted 25 basis point cut by the Fed, there is still plenty to ponder on US monetary policy going into 2026. And with the Bank of England expected to also cut rates in December, how matched are the two monetary cycles? In Europe, of course, the story is quite different: a glut of supply and rumblings of a rate hike. ...
