The Weekly Watch Podcast - Financial Market Updates: Recent Episodes
NatWest Corporates and Institutions
In this weekly podcast series, our Global Head of Desk Strategy John Briggs helps you cut through the noise and quickly get to grips with the key events & issues shaping financial markets, and delivers bite-sized snapshots of the latest analysis & research from the NatWest team.
With the final central bank meetings of the year in the UK, US, and Europe out of the way, John Briggs and Paul Robson review some of our key FX views and discuss the major factors likely to shape exchange rates heading into 2023.
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NB: This was recorded on 15 December 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Eimear Daly shares her thoughts on some of the big themes shaping the market outlook for investors and corporate finance professionals, and discusses some big risk events to look out for in the weeks ahead.
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NB: This was recorded on 9 December 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins discuss the latest economic data out of the US, deconstruct Fed Chair Jerome Powell's (fairly hawkish) recent speech, and get into the potential implications for markets in the months ahead.
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NB: This was recorded on 1 December 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins discuss the latest inflation surprise in the US and what it could say about the path of prices in the weeks and months ahead.
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NB: This was recorded on 10 November 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield and Ross Walker break down the Bank of England's latest rate hike, and discuss the risks to the economic outlook in the near term.
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NB: This was recorded on 3 November 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield takes a closer look at the US midterm elections in November, how we expect both houses of Congress to look in the wake of the vote, and potential market implications.
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NB: This was recorded on 27 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Alvaro Vivanco surveys the Emerging Market landscape with Eimear Daly. They take a look at how different regions are dealing with higher inflation, rising geopolitical risks, energy market shocks, and other economic pressures.
NB: This was recorded on 20 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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John Briggs talks to rates strategist Imogen Bachra on why we think recent policy pivots won’t really change the overall picture for net bond supply.
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NB: This was recorded on 13 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In this episode of the Weekly Watch, Brian Daingerfield and Peiqian Liu take stock of some of the big questions on China that markets are grappling with in the run up to the country's all-important 20th Party Congress.
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NB: This was recorded on 6 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Ross Walker take stock of a busy week in UK markets and discuss the outlook for monetary policy, growth, FX, and investor sentiment following the Chancellor's mini budget announcement.
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NB: This was recorded on 29 September 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In this special crossover episode of Bondcast and the Weekly Watch, John Briggs, Jan Nevruzi, and Paul Robson debrief after a series of (very different) interest rate hikes in the US and UK, and discuss the impact on bond markets and FX.
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NB: This was recorded on 22 September 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield and Kevin Cummins discuss our views on the trajectory for inflation, the impact on monetary policy, and looming recession risks.
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NB: This was recorded on 15 September 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield takes stock of the US political landscape in the run-up to the midterm elections.
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NB: This was recorded on 8 September 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield and Kevin Cummins discuss the outlook for US growth and inflation, and take a closer look at what to expect from next week's Jackson Hole Economic Symposium.
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NB: This was recorded on 18 August 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield takes a closer look at the impact of softer US inflation on markets, what it might mean for the Fed in September, and the path forward for inflation globally in the weeks ahead.
NB: This was recorded on 11 August 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Paul Robson discuss the recent UK Bank Rate hike, the Bank of England's ominous growth forecast, and the impact on our currency views.
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NB: This was recorded on 4 August 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Ross Walker dive into what we expect from the Bank of England when it meets the first week of August, the path for quantitative tightening, and market implications.
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NB: This was recorded on 28 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins take a closer look at what to expect from the Fed against a backdrop of a larger-than-expected interest rate hike in Europe and a concerning inflation environment.
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NB: This was recorded on 21 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Paul Robson discuss the impact of energy market dynamics and geopolitics, dollar strength, and concerns about the economic outlook on G3 FX performance.
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NB: This was recorded on 14 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Ross Walker discuss the latest events rocking the UK political landscape, the potential impact of the UK prime minister's resignation on future fiscal and monetary policy, and how markets could respond in the weeks ahead.
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NB: This was recorded on 7 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Brian Daingerfield and Galvin Chia discuss the economic and policy outlook for China in the second half of 2022 and key implications for global markets, FX, and commodities.
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NB: This was recorded on 30 June 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Brian Daingerfield discuss the US dollar outlook for Q3 and take a closer look at what's in store for global energy markets in the months ahead.
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NB: This was recorded on 23 June 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Kevin Cummins discuss the latest round of global interest rate hikes and take a closer look at the impact on markets and the US economy.
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NB: This was recorded on 16 June 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, John Briggs and Ross Walker discuss the recent Tory confidence vote on Boris Johnson's leadership and the potential impact on fiscal policy, as well as our expectations for the the Bank of England's interest rate decisions in the months ahead.
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NB: This was recorded on 9 June 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Head of G10 FX Strategy for the US, Brian Daingerfield, discusses the cost of living crisis and how the response from policymakers might influence the outcome of the US midterm elections in November.
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NB: This was recorded on 26 May 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Head of UK Rates Strategy Imogen Bachra speaks with Chief Euro Area Economist Giovanni Zanni about the direction of travel for European Central Bank (ECB) policy and the timing around an interest rate lift-off.
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NB: This was recorded on 12 May 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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The US Federal Reserve and the Bank of England both hiked interest rates this week - but how they hiked couldn't be more different. In the latest episode of the Weekly Watch, Co-Head of G10 FX Strategy for the US, Brian Daingerfield, speaks with Imogen Bachra about the Fed, the BoE, and key risks that monetary policy divergence could create for markets.
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NB: This was recorded on 5 May 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with our Chief UK Economist Ross Walker about the troubling state of consumer confidence, and the potential impact on the economic outlook and monetary policy.
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NB: This was recorded on 27 April 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with our Chief China Economist Peiqian Liu about how the country's recent covid outbreak (and its management of it) could affect supply chains, the global economic outlook, monetary policy, and markets longer term.
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NB: This was recorded on 21 April 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with our Chief Euro Area Economist Giovanni Zanni about the latest European Central Bank (ECB) meeting as well as market and economic risks facing the region.
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NB: This was recorded on 13 April 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of the Weekly Watch, Imogen Bachra takes the reins from John Briggs and talks to our Chief US Economist Kevin Cummins (known on the Street as ‘The Fed Watcher’) about the latest Fed minutes, the path for quantitative tightening, and what markets should expect in the months ahead.
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NB: This was recorded on 7 April 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of The Weekly Watch, Co-Head of G10 FX Strategy for US, Brian Daingerfield, talks to his fellow G10 FX Strategy Co-Head (EMEA) Paul Robson about growing monetary policy divergence across major regions, rising stagflation fears, and the key drivers of global currencies in the quarter ahead.
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NB: This was recorded on 30 March 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In the latest episode of The Weekly Watch, Global Head of Desk Strategy, John Briggs, and Chief China Economist, Peiqian Liu, discuss the combined effects of higher bond yields, Russia’s invasion of Ukraine, and supply chain disruption on inflation and economic growth. They also take a closer look at covid’s resurgence in China and the impact of a big shift in the country’s pandemic management strategy on the economic growth outlook.
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NB: This was recorded on 24 March 2022.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In the latest episode of the Weekly Watch, Head of G10 FX Strategy, US, Brian Daingerfield, speaks with Ross Walker, Chief UK Economist and Co-Head of Global Economics about the Bank of England’s latest move, what to expect from the upcoming UK Spring Budget, and how regional monetary and fiscal divergence could affect markets in the months ahead.
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NB: This was recorded on 17 March 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with Giovanni Zanni, Chief Euro Area Economist, about the risks to growth and inflation caused by the crisis in Ukraine and discuss how markets should digest the latest European Central Bank meeting.
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NB: This was recorded on 10 March 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In the latest episode of the Weekly Watch, Global Head of Desk Strategy John Briggs speaks with Scott Livingstone, International Advisor at NatWest Group, about the geopolitical implications of the invasion of Ukraine and potential paths forward for the country, Russia, and the West.
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NB: This was recorded on 3 March 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In the latest episode of the Weekly Watch, Co-Head of G10 FX Strategy for the US, Brian Daingerfield, and Head of Emerging Markets Strategy, Alvaro Vivanco, take a closer look at how the crisis currently unfolding in Ukraine could affect markets in the coming weeks.
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NB: This was recorded on 24 February 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Global Head of Desk Strategy, John Briggs in discussion with US Economist Kevin Cummins and Co-Head of G10 FX Strategy Brian Daingerfield. Get our take on how US policy could unfold post the March Fed meeting and the impact this will have on fixed income & FX markets.
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NB: This was recorded on 17 February 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Hot on the heels of the Bank of England, ECB and Fed meetings, FX Strategist Paul Robson gives his take on how the latest policy developments may impact growth and FX markets, and why “the squeezed middle” is the trend to watch.
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NB: This was recorded on 10 February 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, discusses the hawkish ECB meeting, and also speaks with Ross Walker, Chief UK Economist and Co-Head of Global Economics, about the Bank of England’s recent bank rate hike and inflation update, and discusses the impact on the path for monetary tightening.
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NB: This was recorded on 3 February 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Alvaro Vivanco, EM Strategist, about possible paths forward in the Russia-Ukraine crisis and what they could mean for markets.
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NB: This was recorded on 27 January 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Chief China Economist, Peiqian Liu, about the growing divergence in economic data and monetary policy between China and the West – and what that could mean for the global outlook.
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NB: This was recorded on 20 January 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Chief US Economist, Kevin Cummins, about US inflation and monetary policy expectations in the months ahead.
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NB: This was recorded on 13 January 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Central banks and quantitative tightening, Omicron, and energy prices. In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Head of G10 FX Strategy US, Brian Daingerfield, about the key themes and events moving markets in the first few months of 2022.
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NB: This was recorded on 6 January 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, speaks with Head of G10 FX Strategy EMEA, Paul Robson, about central banks’ relative hawkishness in the final weeks of December and what that could mean for markets early in the new year.
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NB: This was recorded on 16 December 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, quizzes Ross Walker, Kevin Cummins, and Giovanni Zanni on how the Bank of England, the Fed, and the European Central Bank will close out the year amidst a new surge in covid cases and the continued rise of inflation.
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NB: This was recorded on 9 December 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, and Head of G10 FX, US, Brian Daingerfield, discuss how markets are digesting risks to the outlook presented by the Omicron covid variant and potentially speedier reduction in monetary policy accommodation from the Fed.
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NB: This was recorded on 2 December 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs and Kevin Cummins, Chief US Economist, discuss the US inflation outlook and whether the Fed could taper more quickly than markets expect.
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NB: This was recorded on 18 November 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy, John Briggs, and Head of G10 FX, Americas, Brian Daingerfield, discuss the outlook for US fiscal spending and inflation, the political landscape, and implications for currencies and markets.
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NB: This was recorded on 10 November 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Head of G10 FX, EMEA Paul Robson and Chief UK Economist and Co-Head of Global Economics Ross Walker discuss the Bank of England rate hike that wasn’t, the trajectory for monetary policy tightening in the UK and what that means for currencies and markets.
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NB: This was recorded on 4 November 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs and European Rates Strategist Imogen Bachra discuss the European Central Bank’s bid to cool rate hike predictions amidst a broadly hawkish tilt almost everywhere else – and what it means for markets.
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NB: This was recorded on 28 October 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs and Ross Walker, Co-Head of Global Economics and Chief UK Economist discuss the Bank of England’s swift hawkish shift and potential implications for markets and the economy.
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NB: This was recorded on 21 October 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs and Brian Daingerfield, Head of G10 FX for the Americas talk about rising energy prices and how markets should balance risks to supply and demand.
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NB: This was recorded on 14 October 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs and Chief China Economist Peiqian Liu discuss shortages in China, the country’s efforts to balance short and long-term economic & policy ambitions, and potential implications for markets.
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NB: This was recorded on 6 October 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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There doesn’t seem to be enough of anything these days – including the two things that most economies run on: oil & gas. In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs and Head of G10 FX for the Americas, Brian Daingerfield, discuss the fuel crisis, the ‘shortage of everything’, and their impact on markets.
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NB: This was recorded on 30 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs discusses the hawkish tilt among global central banks and it impact on markets, and speaks with Kevin Cummins, Chief US Economist about how the Fed’s shifting thinking around inflation and labour markets could affect the rate hike and taper timeline.
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NB: This was recorded on 23 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs talks with Paul Robson, Head of G10 FX Strategy, on what recent & upcoming central bank meetings mean for currency moves.
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NB: This was recorded on 16 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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In this episode of the Weekly Watch, Global Head of Desk Strategy John Briggs sheds light on how the US jobs reports could affect the taper timeline the NatWest Markets team set out last month. Imogen Bachra, European Rates Strategist joins for closer look at the latest European Central Bank meeting.
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NB: This was recorded on 9 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Global Head of Desk Strategy John Briggs outlines the trends to watch in the days ahead and Chief Euro Area Economist Giovanni Zanni gives his take on the growth outlook for Europe.
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NB: This was recorded on 2 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs and Chief China Economist Peiqian Liu discuss China’s economic outlook and what the country’s regulatory clampdown on the technology sector means for markets.
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NB: This was recorded on 25 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs and Brian Daingerfield, Head of G10 FX Strategy for the Americas take a closer look at how US inflation & employment trends could affect the trajectory for monetary policy tightening and the outlook for global currencies, rates, and risk assets.
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NB: This was recorded on 12 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs and Paul Robson Head of G10 FX Strategy for EMEA digest the latest UK economic data and discuss what it means for Sterling and other safe haven currencies longer term. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. NB: This was recorded on 19 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs and Ross Walker, Co-Head of Global Economics and Chief UK Economist take a closer look what the bank’s August monetary policy report means for our outlook and for markets.
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NB: This was recorded on 5 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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