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. ...
This week, Joann Spadigam is joined by Kevin Cummins, Paul Robson and Stuart Sparks to discuss the recent geopolitical shifts and the impact on markets, particularly in relation to oil prices and investor sentiment. They delve into central bank policies, focusing on the Federal Reserve and the Bank of England, and explore the implications for economic outlook and investment mindsets. They also cover the European landscape, highlighting supply risks and future projections for bond markets and ...
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. ...
