NatWest Corporates and Institutions: Recent Episodes
NatWest Corporates and Institutions
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This time, host Tim Phillips is joined by regular guests Aastha Gupta and Scott Livingstone to talk about the world's most vital trade routes – from what goes through them to what happens around them.
They also discuss potential new trade routes and which countries may lay claim to them, as well as discuss that age old question: what issues are being overlooked, but which might be on all of our lips by the time of the next episode?
Please check out and subscribe to our channels on Apple and Spotify.
This episode was recorded on 1 October 2025.
In this episode of Trade Links, Tim Phillips reunites with regular NatWest panelists Aastha Gupta, European Economist, and Scott Livingstone, International Advisor. They delve into the recent EU-US trade deal, announced at Turnberry Golf Course on 27 July 2025, exploring its implications on global economics, geopolitics, and sector-specific impacts.
Key points:
The deal: Aastha explains the framework agreement, including a 15% tariff ceiling on key EU exports and a €750bn EU commitment to US energy products.
Winners and losers: Insights into sector-specific impacts, such as benefits to US energy and EU automotive industries, and challenges for EU steel and agriculture.
Geopolitical Analysis: Scott explores the strategic motivations behind the deal and its influence on EU-US relations.
Economic impact: Estimations of the deal’s effect on EU’s GDP growth and trade elasticity.
Future uncertainties: Pending issues around digital economy regulations, defence spending, and EU-China-US dynamics.
And... With the Sibos payments and trade conference nearly upon us, Tim chats with Lee McNab, NatWest's Head of Group Payments Strategy. They discuss the future of global payments, the role of stablecoins, blockchain and AI in reducing trade friction, and the interplay of regulation and innovation.
This episode was recorded on 27 August.
All details correct at time of recording.
For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
While Aastha and Scott are on their much-deserved summer breaks, Tim Phillips speaks to Naresh Aggarwal (Associate Director Policy & Technical at the Association of Corporate Treasurers) and Rowan Austin (Head of Trade Finance Origination & Advisory at NatWest) in this special episode.
Both treasury and trade finance functions are on the front line of balancing risk management and growth. Get it wrong and you're facing funding shortfalls, regulatory breaches, delayed shipments and unexpected losses. So, how do we get it right? And what risks should we be looking ahead to in the near to medium-term.
Our guests share their views, as well as make some predictions for what businesses might be overlooking.
Please check out and subscribe to our channels on:
Apple: https://podcasts.apple.com/id/podcast/natwest-trade-links/id1819914204
Spotify: https://open.spotify.com/show/22tvckJbiWWRbqcCnyFsIC
This episode was recorded on 31 July 2025.
This month, Tim Phillips is joined by regular guests Aastha Gupta and Scott Livingstone to delve into the intricacies of the global tech trade. They unravel the complexities of supply chains, the strategic importance of rare earth elements, and the geopolitical tensions shaping today’s trade landscape.
Semiconductors may be the new oil, but what about the old oil? They also talk about OPEC, peak oil demand and revenue, and the status of petrodollars presently and in the years to come.
Lastly, the mix of good and bad: what to make of Middle East politics and the potential for further trade tussles?
Please check out and subscribe to our channels on:
Apple: https://podcasts.apple.com/id/podcast/natwest-trade-links/id1819914204
Spotify: https://open.spotify.com/show/22tvckJbiWWRbqcCnyFsIC
This episode was recorded on 1 July 2025.
Tim Phillips returns with regular NatWest guests Aastha Gupta and Scott Livingstone to talk trade. This time, they focus on the super big questions: how is the very nature of trade evolving and whether the era of globalisation is nearing an end?
They also discuss:
• Trade Patterns: Trade volumes, particularly in services and digital trade, are still increasing, but supply chains are becoming more regional and complex.
• Regional trade blocs: How the world is shifting from a single regime to a multi-polar, bloc-based system influenced by political alignment and strategic interests.
• Security concerns and the weather in Helsinki.
• Plus, what wrong-footed them last-time: the free trade agreement signed between the UK and India.
To read Aastha's latest Trade Tracker, click here: https://www.natwest.com/corporates/insights/finance/trade-tracker-uk-trade-deals-in-focus.html
This episode was recorded on 2 June 2025
All details correct at time of recording.
For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Welcome to Trade Links, your go-to podcast for data-driven analysis of global trade trends and pivotal developments in international relations. Designed for international businesses looking to navigate the complexities of the global market, Trade Links brings you expert commentary, in-depth discussions, and the latest updates that shape the world of trade.
Each month, host Tim Phillips will be joined by NatWest's Aastha Gupta (European Economist) and Scott Livingstone (International Adviser) to discuss different topics relevant to international trade.
Details accurate at the time of recording (6 May 2025).
The latest trends and sustainability innovations in the world of commercial real estate.
What does it take to build a zero-carbon ready residential development?
In this episode, NatWest’s Ashley Toy is joined by Stephen Andrew, Group Technical Director at Taylor Wimpey, to explore the methods, materials, and technologies powering a pioneering zero-carbon ready home. From early planning challenges through to design and development, they explore what it really takes to deliver sustainable homes at scale.
NB. This was recorded on 13 February 2025.
Get more tips, tools, and strategies to help navigate your sustainability journey today:
- Unlocking value in commercial real estate: strategies to decarbonise for growth
- Case Study: How Robertson Group is seizing new opportunities through retrofitting
- Case Study: How Barwood Capital is leveraging sustainability for long-term success
- Carbon Planner: sign up to measure your carbon footprint and explore how your business could potentially reduce emissions
- Retrofit training progress: support to help you make your premises more energy efficient
In this episode, Ashley Toy is joined by Tyrone Hodge, Global Head of Risk Advisory at JLL Inc., and Ken Mustafa, Director of Vertical Sunrooms Ltd., to explore the impact of sustainability on commercial property values.
They discuss how green building practices influence valuations, the risks of neglecting upgrades, and the competitive advantages of investing in sustainable improvements.
NB. This was recorded on 13 February 2025.
Captions are automatically generated.
Get more tips, tools, and strategies to help navigate your sustainability journey today:
- Unlocking value in commercial real estate: strategies to decarbonise for growth
- Case Study: How Robertson Group is seizing new opportunities through retrofitting
- Case Study: How Barwood Capital is leveraging sustainability for long-term success
- Carbon Planner: sign up to measure your carbon footprint and explore how your business could potentially reduce emissions
- Retrofit training progress: support to help you make your premises more energy efficient
The latest trends and sustainability innovations in the world of commercial real estate.
In this episode, our host Ashley Toy sits down with Laura Beaumont, Head of Sustainability at Helical PLC, a leading office developer in central London. Together, they dive into the challenges of retrofitting large commercial properties and the strategies shaping their approach – with a particular focus on Helical’s 100 New Bridge Street, London development.
NB. This was recorded on 13 February 2025.
Get more tips, tools, and strategies to help navigate your sustainability journey today:
- Unlocking value in commercial real estate: strategies to decarbonise for growth
- Case Study: How Robertson Group is seizing new opportunities through retrofitting
- Case Study: How Barwood Capital is leveraging sustainability for long-term success
- Carbon Planner: sign up to measure your carbon footprint and explore how your business could potentially reduce emissions
- Retrofit training progress: support to help you make your premises more energy efficient
The latest trends and sustainability innovations in the world of commercial real estate.
Housing associations play a crucial role providing homes and support for millions of people in need across the UK. But, as not-for-profits operating what are often older dwellings, many must overcome big hurdles turning their low-carbon ambitions into reality.
In this episode, NatWest’s Ashley Toy and Paul Eyre are joined by Clare Miller, CEO of Clarion Housing Group for an in-depth look at their retrofit experience. Facing challenges such as lack of finance, and resident disruption when undergoing renovations, you’ll learn more about how effective planning and innovative solutions can result in successful long-terms outcomes.
NB. This was recorded on 20 February 2025.
Get more tips, tools, and strategies to help navigate your sustainability journey today:
- Unlocking value in commercial real estate: strategies to decarbonise for growth
- Case Study: How Robertson Group is seizing new opportunities through retrofitting
- Case Study: How Barwood Capital is leveraging sustainability for long-term success
- Carbon Planner: sign up to measure your carbon footprint and explore how your business could potentially reduce emissions
- Retrofit training progress: support to help you make your premises more energy efficient
The latest trends and sustainability innovations in the world of commercial real estate.
Why is sustainability so crucial for the UK real estate sector? In this episode, NatWest’s Ashley Toy is joined by Rob Wall, Assistant Director at the British Property Federation and Emma Harvey-Smith, Chief of Staff at the Green Finance Institute for a deep dive into the big forces pushing sustainability higher up the agenda. They discuss the impact of post-pandemic demand shifts, the role of technology and regulation – and more.
In this episode of the Property Perspectives podcast, NatWest’s Ashley Toy is joined by Rob Wall, Assistant Director at the British Property Federation and Emma Harvey-Smith, Chief of Staff at the Green Finance Institute for a deep dive into the big forces pushing sustainability higher up the agenda in the real estate sector. Listen today.
NB. This was recorded on 13 February 2025.
Get more tips, tools, and strategies to help navigate your sustainability journey today:
- Unlocking value in commercial real estate: strategies to decarbonise for growth
- Case Study: How Robertson Group is seizing new opportunities through retrofitting
- Case Study: How Barwood Capital is leveraging sustainability for long-term success
- Carbon Planner: sign up to measure your carbon footprint and explore how your business could potentially reduce emissions
- Retrofit training progress: support to help you make your premises more energy efficient
It’s fair to say that 2024 should be known as “The Year of the Ballot Box”, with more than 50 elections having taken place worldwide. In some cases, we think the outcome of those elections could bring about big swings in the direction of policy in 2025.
What could that mean for markets and the economy? In this episode, journalist and podcaster Tim Phillips is joined by Ross Walker, Head of Global Economist and Chief UK Economist; Paul Robson, Head of G10 FX Strategy, EMEA; Joann Spadigam, European Rates Strategist; and Philippe Bradshaw, Head of Syndicate Portfolio and Risk Management Capital Markets, for a lively discussion around some of the big questions looming over the outlook: Are markets underestimating the inflationary impact of fiscal policy? Where will terminal rates land – and will relative rates continue to drive FX? And will fixed income investor appetite wane amidst still-high rates and a potential glut of sovereign bond supply?
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded at Soho House, London UK on 20 November 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
With so much change afoot across the global political landscape, where do we see global climate policy and ESG heading in 2025?
Arthur Krebbers, Head of Corporate Climate & ESG Capital Markets joins Vishal Saxena, Vice President – Climate and ESG Capital Markets, and Shubha Samalia, ESG Macro Strategist, for a closer look at the direction of travel of ESG and climate policy. They discuss how businesses should factor this shifting landscape into their sustainability strategies, and take stock of some of the new ESG innovations making waves in global markets.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded on 21 November 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
In this special edition of The Currency Exchange, host Brian Daingerfield is joined by Paul Robson for a closer look at sterling and the US dollar as we head into 2025.
Where 2024 was characterised by political change, markets will examine the follow-on in 2025 – what higher fiscal commitments may do to inflation targets, bank rates and, ultimately, the relative performance of currencies. In the US, that means contending with Trump 2.0, while in the UK unprecedented fiscal commitments may help sterling’s current strength. Lastly they touch on how China-related risks might affect the fortunes of the Australian and NZ dollars, and whether the Canadian currency may diverge from the US dollar.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded on 21 November 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
How might tensions, tariffs and Trump influence the trade backdrop for businesses?
In this episode, Rowan Austin, Head of Trade Origination & Advisory is joined by Aastha Gupta, European Economist; Brian Daingerfield, Head of G10 FX Strategy, Americas; and Scott Livingstone, International Advisor, for an in-depth look at the macro factors affecting global trade, the key geopolitical flashpoints to watch, and how businesses can get ahead of the major factors likely to affect supply chains in 2025.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded at the Soho Hotel, London UK on 20 November 2024.
For any terms used please refer to this glossary:
https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
In this special edition of Bondcast, Imogen Bachra is joined by Brian Daingerfield and Joann Spadigam to discuss some key themes from our Year Ahead 2025 report, an in-depth guide to what will be shaping economies and markets over the coming 12 months. Following a year of change at the ballot box, new governments have made political promises and fiscal commitments, with increases to government debt on the horizon. How these decisions affect inflation and therefore terminal bank rates is an open-ish question… but the answer is not lower. Finally, they discuss the political backdrop going into 2025, and crucially, how markets are thinking about Trump 2.0.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB. This episode was recorded on 21 November 2024
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
We’re delighted to bring you episode three of our Women in Sustainability podcast series - the series designed to celebrate the social, economic, cultural, and political achievements of women working in the field of sustainability.
For this episode, our host Tonia Plakhotniuk, is joined by two more exceptional women:
• Nadia Humphreys, Bloomberg
• Clémence Humeau, AXA Investment Managers
To get future episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content insightful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 9 April 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
We’re delighted to bring you episode two of our new Women in Sustainability podcast series. The series, designed to celebrate the social, economic, cultural, and political achievements of women working in the field of sustainability.
The second episode, facilitated by your host Tonia Plakhotniuk, includes two more exceptional women:
- Nadia Nikolova, Managing Director, Lead Portfolio Manager in Developing Finance and Impact Credit, Allianz Global Investors
- Katherine Stodulka, Partner, SYSTEMIQ
To get future episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content insightful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 9 April 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
With so much conflict happening around the world, what should businesses focus on? In this episode John Briggs and NatWest International Advisor Scott Livingstone analyse the conflict in Gaza and discuss the wider context of the Middle East. In a US election year, President Biden is facing pressure over other geopolitical issues, including from China and Ukraine. Finally, they predict what else may happen as we progress through 2024.
NB: This was recorded on 6 March 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
In celebration of International Women’s Day (IWD), we’re delighted to launch our new Women in Sustainability podcast series. The series, dedicated to women working in the field of sustainability, is inspired by the aims of IWD, to celebrate the social, economic, cultural, and political achievements of women.
In our first episode, Tonia Plakhotniuk interviews three exceptional women who work on advancing sustainability at NatWest:
• Caroline Haas, Head of Global Climate and ESG Capital Markets
• Dr Maria Carvalho, Head of Climate Economics and Data for NatWest Group
• Supriya Sobti, NatWest Group’s Climate and Purpose Lead
To get future episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content insightful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 27 February 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/in...
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As we look ahead to a year marked by slow economic growth, lower rates and (hopefully) inflation, the path forward for companies is far from certain. Will lower interest rates spur more capital expenditure? Or, might firms wish to review their investment plans until the fortunes of the world economy are better known? Our Head of Debt & Financing Solutions Carla Floyd, Head of Global Economics Ross Walker, Head of Non-Dollar Rates Strategy Imogen Bachra, and Head of G10 FX Strategy EMEA Paul Robson paint a picture of the economic and market landscape to help businesses navigate the uncertainty in the year ahead.
Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 10 November 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Please note that captions are automatically generated.
Geopolitical risk has risen sharply over the past year – and in recent months concerns have intensified around the prospect for further escalation across a range of geographies and dimensions. Our International Advisor and geopolitics expert Scott Livingstone, Co-Head of G10 FX Strategy Brian Daingerfield, and Global Head of Global Head of Economics & Markets Strategy John Briggs discuss the recent conflict in Israel, the effects on trade of ongoing flashpoints, and whether new geopolitical tensions will arise in the year ahead.
Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 1 November 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
The resilience of markets and financial institutions was tested at various times throughout 2023, raising concerns about the health of the global financial system. Will those concerns persist in the year ahead? Our Head of Primary Capital Markets James Tayler, Head of Non-Dollar Rates Strategy Imogen Bachra, and US Rates Strategist Jan Nevruzi discuss central bank strategies in the US, UK and Europe, and share their views on the potential implications for the banking sector and for fundraising in 2024.
Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 31 October 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
How should businesses approach AI adoption? Should they build, buy, partner – or neither? Where should they start, and which verticals are the low hanging fruit?
In our second episode dedicated to the fascinating world of artificial intelligence, host John Briggs is joined by Shaun Johnson and Richard Socher, both partners at AIX Ventures, a seed stage venture capital firm partnering with AI startups and practitioners. They share their investment approach, what they look for in companies and technologies and, as investors in more than 50 businesses, how they think organisations should approach AI and how to truly harness it.
NB: This was recorded on 28 September 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Tyler Mayzes spends 5 minutes reflecting on the key ESG themes that emerged from this year’s B20 summit, hosted in India.
For more on the key ESG trends shaping the market, be sure to check-out our September newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/sustainability-reporting-corporates-facing-csrd.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 28 September 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Tonia Plakhotniuk spends 5 minutes reflecting on the official recommendation by the European Commission on Transition Finance, published over the summer.
To access our monthly Sustainable Finance Policy and Regulation Round-up, be sure to click the link: https://www.natwest.com/corporates/insights/regulation/european-securities-market-supervisor-sets-expectations.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 18 Sept 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Douglas Shuffman spends 5 minutes discussing the key insights from our Global Sustainable Fixed Income Investor Survey. The survey included 225 asset managers involved in making or executing fixed income investment decisions and implementing related ESG strategies.
To access the full survey, be sure to click the link: https://www.natwest.com/corporates/insights/sustainability/climate-risks-and-opportunities.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 15 Aug 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Nick Bulloch spends 5 minutes reflecting on the Science Based Targets initiative (SBTi) new Supplier Engagement Guidance, and the key considerations for Corporates when incorporating Scope 3 into sustainable finance.
For more on the key ESG trends shaping the market, be sure to check-out our July newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/increasing-guidance-on-supply-chain-engagement-in-order-to-target-scope-3-emissions.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 27 July 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Niceasia Mc Perry spends 5 minutes reflecting on the importance of social bonds, in the sustainability debt market, and why they should not be overlooked.
For more on the key ESG trends shaping the market, be sure to check-out our June newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/european-professional-investors-embrace-social-bonds.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 21 June 2023.
Reference: ‘The first ever social bond in the US consumer auto-lending..’ statement, was taken from the following: https://www.globenewswire.com/en/news-release/2022/04/29/2432804/0/en/Tricolor-Issues-First-Ever-Social-Bond-in-U-S-Consumer-Auto-Lending-to-Empower-Mobility-in-Underserved-Hispanic-Communities.html
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
In this episode of The Big Questions, John Briggs and NatWest's Director of Innovation & Partnerships, David Grunwald, take a closer look at the role Artificial Intelligence will play in reshaping society, the way we work, and the economy longer term. They discuss some of the ways that businesses can prepare for AI and reduce the risks these technologies can bring.
Remember to hit 'follow' so you can listen our latest episodes as soon as they’re available.
NB: This was recorded on 23 June 2023. 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
Tyler Mayzes spends 5 minutes revisiting the EU’s ‘Fit for 55’ package. He talks talk through three key components: a carbon border tax; a carbon price for petrol and home heating; a just transition fund.
For more on the key ESG trends shaping the market, be sure to check-out our May newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/eu-parliament-adopts-key-laws-as-part-of-fit-for-55-package.html?q=slb&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 25 May 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz
In this episode of The Big Questions, John Briggs and Kevin Cummins speak with legendary economist and investor Charles Gave, Founder of Gavekal Research, about recent strains in the banking sector and discuss the potential long-term repercussions for markets and the global economy.
Remember to hit 'follow' so you can listen our latest episodes as soon as they’re available.
NB: This was recorded on 25 April 2023. 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
In the lead up to the CHAPS ISO 20022 migration, we ask Ian Povey, COO Payments Services and Technology to share some of his thoughts on how we can prepare, and what lessons we’ve learnt from migrations so far.
In this episode of the Treasury Tomorrow podcast, Nick Pedersen, NatWest Market's Global Head of Digital, joins payments expert Lee McNabb, digital capital markets specialist Phil Stewart, and NatWest treasury’s manager of liquidity portfolio management Oliver Butcher for a thought-provoking debate on how digital assets could transform treasury.
NB: This was recorded on 14 April 2023.
For a copy of the Bank of England's discussion paper on the digital pound, click here: https://www.bankofengland.co.uk/paper/2023/the-digital-pound-consultation-paper
For more information on the UK Jurisdiction Taskforce (UKJT) February 2023 statement on the legal treatment of digital assets under English private law, click here: https://www.lexology.com/library/detail.aspx?g=996fd584-ef06-4fd0-9b2d-c8c7b87144a2
For a copy of Bank of England Governor Andrew Bailey’s speech at the IIF conference in Washington, DC on 12 April, click here: https://www.bankofengland.co.uk/speech/2023/april/andrew-bailey-remarks-at-the-institute-of-international-finance
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Giorgio Carlucci, ESG Advisory, takes you on a 5-minute journey across the Channel to reflect on the progress made by EU institutions in relation to Green Bond Standards and zero-emission vehicles.
For more on the key ESG trends shaping the market, be sure to check-out our March newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/esg-regulatory-developments-in-europe.html
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NB: This was recorded on 21 March 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Roze Warren, Debt and Financing Solutions, spends 5-minutes reflecting on recent developments in ESG data, and how these are set to improve both its coverage and quality.
For more on the key ESG trends shaping the market, be sure to check-out our February newsletter:
https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/tackling-the-challenges-of-esg-data.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 27 February 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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In this episode of The Big Questions, John Briggs and NatWest Group International Advisor Scott Livingstone reflect on a wide range of geopolitical flashpoints and the potential impact on the economy longer term. As we pass an inauspicious milestone, the one-year anniversary of Russia’s invasion of Ukraine, how will the war evolve from here and what are the potential implications for energy markets? With tensions between China and the US rising on a range of fronts, where will geopolitical security and economic policy remain bound together and where will they decouple — and what could that mean for global supply chains? How might shifting political tides in the Middle East affect global foreign policy towards the region? And, could Pakistan be the setting for the next Black Swan geopolitical event?
Remember to hit 'follow' so you can listen our latest episodes as soon as they’re available - and please like and leave a review so that it's easier for others to find.
NB: This was recorded on 23 February 2023.
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 Treasury Tomorrow podcast, Nick Day, Senior Treasury Manager at United International Pictures, joins Jonathan Hall, NatWest's Head of Digital for the Commercial & Institutional business and Nick Pederson, NatWest's Global Head of Digital, for a thought-provoking discussion on the many ways that digitisation and automation are changing the face of treasury. They share their perspectives on how treasurers can cut through the hype and leverage emerging digital technologies and new digital ecosystems to optimise operations and become more influential across businesses today.
Navigate to natwest.com/treasurytomorrow to get access to the rest of the series.
NB. This was recorded on 3 November.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Dean Shahfar, Debt and Financing Solutions, spends 5-minutes reflecting on the decline in biodiversity, recent developments, and ultimately what this means for Corporates.
For more on the key ESG trends shaping the market, be sure to check-out our January newsletter: https://www.natwest.com/corporates/insights/sustainability/sustainable-finance-will-continue-to-impact-corporates-in-2023.html?q=biodiversity&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 23 January 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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In this episode of the Treasury Tomorrow podcast, Aviv Yehezkel, Chief Technology Officer of next-generation network security firm Cynamics, and Katherine Graham, Head of Security Services at NatWest joins our very own Head of Digital Nick Pederson for a discussion about how corporate treasurers can help fight against cybersecurity threats.
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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Welcome to The Big Questions podcast! Featuring specialist insights from a range of experts, each month NatWest’s Global Head of Economics & Markets Strategy John Briggs tackles the big questions shaping the future of the economy, markets, and businesses.
In this inaugural episode of The Big Questions, John speaks with Brian Daingerfield, Ross Walker, and Galvin Chia about what China's post-covid reopening means for the global economy and markets in the long-term. The somewhat abrupt end to China's 'Zero Covid' policy is viewed by many as likely to have a significant impact on the global economic outlook -- but just how significant, and in what ways? Have investors and business leaders gotten ahead of themselves in estimating the potential upside to growth, inflation, and commodity prices? Or, are they actually underestimating potentially formidable downside risks, like the potential for further domestic or regional volatility, or prolonged weariness of global businesses to reinvest in China for fear that yet more lockdowns could gum up international supply chains?
Remember to hit ‘subscribe’ so you can watch 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 18 January 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Dan Bressler, Climate and ESG Capital Markets Corporates, considers the emergence of transition finance, in this special 2023 year-ahead themed 5 in 5.
For more on the key ESG trends shaping the market, be sure to check-out our December newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/the-road-to-sustainable-finance-continues.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 19 December 2022.
Rui Zu, ESG Advisory, spends 5 minutes reflecting on the latest trends in ESG disclosure and data initiatives impacting companies and investors.
For more on the key ESG trends shaping the market, be sure to check-out our November newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-esg-disclosure-trends-toward-standardisation.html
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NB: This was recorded on 24 November 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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In this special Year Ahead podcast, Brian Daingerfield, Eimear Daly, and Galvin Chia take a closer look at what’s going on in energy markets, the impact on the global economy and the green energy transition, and how policymakers may attempt to tackle volatility and growth concerns in 2023.
Visit natwest.com/yearahead2023 to get access to essential insights on the key themes fueling the 2023 outlook.
NB: This was recorded on 9 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 this special Year Ahead podcast, Alvaro Vivanco, Caroline Haas, and Fjordi Mulla discuss the impact of the energy shock on our collective progress achieving net zero in the years to come.
Visit natwest.com/yearahead2023 to get access to essential insights on the key themes fueling the 2023 outlook.
NB: This was recorded on 15 November 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
In this special Year Ahead podcast, John Briggs and Scott Livingstone discuss the wide-ranging impact of geopolitics on markets and the economy, and the major geopolitical risks to watch in the 2023.
Visit natwest.com/yearahead2023 to get access to essential insights on the key themes fueling the 2023 outlook.
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 this special Year Ahead podcast, Ross Walker, Giovanni Zanni, Kevin Cummins, and Imogen Bachra take a closer look at how inflation trends could impact markets and influence monetary policy in 2023.
Visit natwest.com/yearahead2023 to get access to essential insights on the key themes fueling the 2023 outlook.
NB: This was recorded on 14 November 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Tom Cascales, from our Climate & ESG Capital Markets team, is joined by Ben Morley partner and associate director at the Boston Consulting Group (BCG), to consider BCG’s support of the ESG Data Convergence Initiative (EDCI). BCG’s support of the initiative includes developing a first-of-its-kind private benchmark of ESG data, within the private markets.
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
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?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Doug Shuffman, Climate & ESG Capital Markets, spends 5 minutes reflecting on key trends
from Sustainability-Linked Bond (SLB) issuances, by Financial Institutions.
https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-decarbonisation-despite-volatile-macro-backdrop.html?q=pietro+stimamiglio&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 1 November 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Pietro Stimamiglio, Climate & ESG Capital Markets, spends 5 minutes reflecting on the European Central Bank’s plan to introduce climate scoring, as they look to gradually decarbonise their corporate bond holdings in their monetary policy portfolios.
For more on the key ESG trends shaping the market, be sure to check-out our October newsletter:
https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-decarbonisation-despite-volatile-macro-backdrop.html?q=pietro+stimamiglio&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 24 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Pietro Stimamiglio, Climate & ESG Capital Markets, spends 5 minutes reflecting on the European Central Bank’s plan to introduce climate scoring, as they look to gradually decarbonise their corporate bond holdings in their monetary policy portfolios.
For more on the key ESG trends shaping the market, be sure to check-out our October newsletter:
https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/navigating-decarbonisation-despite-volatile-macro-backdrop.html?q=pietro+stimamiglio&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 24 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Jaspreet Singh, Sustainable Finance US Capital Markets, spends 5 minutes reflecting on the US’ decision to sign the 2022 Inflation Reduction into law, and its impact on climate.
For more on the key ESG trends shaping the market, be sure to check-out our September newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/market-volatility-hampering-greeniums-primary-market.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 5 October 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Tom Cascales, Climate & ESG Capital Markets, is joined by Alistair Perkins, a member of the Institutional Investors Group on Climate Change (IGCC), to discuss the IGCC Infrastructure Working Group and its impact on the market.
For more on the key ESG trends shaping the market, be sure to check-out our August newsletter: https://www.natwest.com/corporates/insights/sustainability/private-finance-sustainability-monthly-august-2022.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 9 September 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Niceasia McPerry, Climate & ESG Capital Markets Corporates, spends 5 minutes considering 5 key aspects of the EU Social Taxonomy, with a focus on why it has been delayed and what this delay means for the market.
For more on the key ESG trends shaping the market, be sure to check-out our August newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/corporate-esg-monthly-4-august-2022.html?q=dan+bressler&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Tom Gidman, Debt and Financing Solutions, spends 5 minutes considering ESG Ratings, and the 5 key themes driving recent calls for regulation in this space.
For more on the key ESG trends shaping the market, be sure to check-out our July newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/corporate-esg-monthly-12-july-2022.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 26 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Slipping Away – More monetary tightening ahead but the skies darken over the global economy
Join Neil Parker, NatWest Markets FX Strategist, to hear about the market developments over recent weeks. (This webinar was recorded on 6 July 2022.)
In June, the US and UK raised interest rates, while the European Central Bank hinted strongly at a hike. As concerns over inflation remain paramount to central banks across the globe, there’s also some indication that the Federal Reserve and Bank of England are worried about the downturn in activity.
So what’s happening in the global economy and to inflation trends? Will we see a recovery in risk appetite? Will governments be able to alleviate the pain of the cost of living squeeze? Neil gives his insights into what is happening on the markets and macroeconomics.
The Q&A is not available in this edition of the recording.
For more FX and market sentiment insights, please visit the NatWest Corporate & Institutions website (natwest.com/corporates)
View our full disclaimer (https://bit.ly/3oHWWb2)
We sometimes use a few acronyms in our videos. Here's a list of the key terms:
BoE Bank of England
CBI Confederation of British Industry
CDU/CSU Christlich-Demokratische Union/Christlich-Soziale Union
CIPS Chartered Institute of Purchasing and Supply
CPI Consumer Price Index
CRB Commodity Research Bureau
CTA Commodity trading adviser
ECB European Central Bank
FOMC Federal Open Market Committee
FX Foreign exchange
GDP Gross Domestic Product
GFK Growth from Knowledge (consumer research)
IFO Information and Forschung / Germanys Institute for Economic Research
ILO International Labour Organisation
IMF International Monetary Fund
ISM Institute for Supply Management
JOLTS Job Openings and Labor Turnover Survey
MHRA Medicines and Healthcare products Regulatory Agency
MPC Monetary Policy Committee
NAHB National Association of Home Builders
OBR Office for Budget Responsibility
OECD Organisation for Economic Co-operation and Development
PEPP Pandemic Emergency Purchase Programme
PIPS Percentage in point
PMI Purchasing Managers' Index
PNSB Public Net Sector Borrowing
RICS Royal Institution of Chartered Surveyors
QE Quantitative Easing
VAT Value Added Tax
WTO World Trade Organization
ZEW Zentrum für Europäische Wirtschaftsforschung / Germany's Sentiment Index
Jake Hallam, Climate & ESG Capital Markets, considers the 5 key Social Bond trends set to shape the market for FIs.
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 6 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZJake Hallam, Climate & ESG Capital Markets, considers the 5 key Social Bond trends set to shape the market for FIs.
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 6 July 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html?q=disclaimer&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
Dean Shahfar, Sustainable Finance, spends 5 minutes considering the 5 key actions the Securities and Exchange Commission (SEC) are taking to get a handle on greenwashing.
For more on the key ESG trends shaping the market, be sure to check-out our June newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/corporate-esg-monthly-14-june-2022.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 24 June 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Businesses today face unprecedented risks, and the current market environment can be challenging to navigate for those in need of capital or looking for more financial flexibility. In this special episode of OnPoint, John Briggs speaks with Carla Floyd, Head of Debt & Financing Solutions, and James Tayler, Head of Primary Capital Markets, about how corporate financial decision-makers can make their fundraising strategy more resilient in the face of rising risk and uncertainty. They discuss ways in which corporate treasury teams can adapt to changing investor sentiment in the global capital markets, and explore practical things they can do to put themselves in a better position to deal with current (and future) market challenges.
Remember to hit 'subscribe' so you can watch 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 7 June 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Nick Bulloch, ESG Advisory, spends 5 minutes exploring the 5 key ESG trends shaping the market for Corporates this month.
For more on the key ESG trends shaping the market, be sure to check-out our May newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/corporate-esg-monthly-11-may-2022.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 20 May 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/in...
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What are the major pressures shaping supply chains in the near, medium, and long-term? Are emerging supply chain trends like the shift from "just in time" to "just in case" and the decentralisation of distribution networks here to stay? How should corporate leaders think about adapting their supply chains to make their business models more resilient -- and vice versa? In this special episode of OnPoint, John Briggs speaks with Thomas Knudsen, Managing Director of global logistics leader Toll Group and NatWest Markets' Chief China Economist Peiqian Liu about the future of supply chains.
Remember to hit 'subscribe' so you can watch 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 18 May 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
In this episode, we look at what happened in the run-up to the financial crisis, its impact and the aftermath. Did we learn the lessons from the crisis, or have we repeated them in the Covid pandemic and recovery? Has globalisation strengthened or weakened supply chains and can they be fixed? What are the implications for markets from these bouts of crisis?
Host: Duncan Maccabe, UK Corporate FX Sales
Guests: Neil ‘Parky’ Parker, FX Markets Strategist and Dominic Conway, UK Corporate FX Sales
We sometimes use a few acronyms in our videos, you can find a key terms here: https://www.natwest.com/corporates/insights/markets/glossary.html
For our full disclaimer visit: https://www.natwest.com/corporates/disclaimer.html
In this episode of ESG Horizons, Dr. Arthur Krebbers speaks with Christian Nickels-Teske, from Prologis, on a range of topics, from the impact of implementing a green finance framework, to the Prologis European Logistics Fund (PELF) and more.
Remember to hit ‘subscribe’ so you can watch 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 25 March 2022.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Vishal Saxena CFA, Climate & ESG Capital Markets, is joined by Bill Gilbert, Head of Carbon Markets, to consider 5 key voluntary carbon market innovations.
For more on the key ESG trends shaping the market, be sure to check-out our March newsletter: https://www.natwest.com/corporates/insights/sustainability/private-finance-esg-monthly/private-finance-esg-monthly-march-2022.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded for release on the 24 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 this special episode of On Point, Andrew Blincoe and Peter Bolstorff, Executive Vice President at the Association for Supply Chain Management (ASCM), speak about supply chain disruption in 2022 and why the treasury function is at the core of making supply chains more resilient.
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NB: This was recorded on 7 March 2022. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Helen Ferguson, ESG Advisory, spends 5 minutes exploring the 5 key ESG trends shaping the market for Corporates this month.
For more on the key ESG trends shaping the market, be sure to check-out our March newsletter.
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 14 March 2022.
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Jake Hallam, Climate and ESG Capital Markets, spends 5 minutes exploring the 5 key ESG trends shaping the market for Financial Institutions this month.
For more on the key ESG trends shaping the market, be sure to check-out our February newsletter.
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NB: This was recorded on 23 February 2022.
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Niceasia Mc Perry, Climate and ESG Capital Markets, spends 5 minutes exploring the 5 key ESG trends shaping the market for Corporates this month.
For more on the key ESG trends shaping the market, be sure to check-out our February newsletter: https://ci.natwest.com/insights/articles/corporate-esg-monthly-8-february-2022/
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 9 February 2022.
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Daniella Siretz, Director, Securitised Product Structuring, provides a special 5 in 5 spotlight on the key trends for ESG Securitisation.
For more on the key ESG trends shaping the market this month, be sure to check-out our January newsletter.
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 19 January 2022.
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In this episode of ESG Horizons, Pietro Stimamiglio speaks with Agustín Delgado, from Iberdrola, on their Puertollano Green Hydrogen Project; discussing the Puertollano Plant, its impact on the decarbonisation of industrial sectors, what the future holds for green hydrogen, and more.
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NB: This was recorded on 16 December 2021.
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Pietro Stimamiglio, Corporate Climate and ESG Capital Markets, spends 5 minutes exploring the 5 key ESG trends shaping the Private Finance market this month.
For more on the key ESG trends shaping the market, be sure to check-out our January newsletter.
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 12 January 2022.
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In this episode, our FX Markets Strategist and sales team discuss whether supply chain disruption, labour shortages and price hikes continue to be a challenge in 2022? And what might this mean for how corporates hedge FX?
Host:
Duncan Maccabe, UK Corporate FX Sales
Guests:
Neil ‘Parky’ Parker, FX Markets Strategist
Dominic Conway, UK Corporate FX Sales
For more FX strategy content, visit our FX Insights Hub https://ci.natwest.com/insights/articles/?t=fx
We sometimes use a few acronyms in our videos, you can find a key terms here: https://ci.natwest.com/media/6470/nw-fx-acronyms.pdf
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In this episode of ESG Horizons, Dr. Arthur Krebbers speaks with Robert Gordon and Sam Robinson from Hitachi Capital UK, on the approach they’re taking to drive the transition to clean transportation. In particular, their partnership with GRIDSERVE.
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NB: This was recorded on 9 December 2021.
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In this special Year Ahead episode of On Point, Imogen Bachra, Giovanni Zanni, and Alvaro Vivanco take a closer look at how a more sustainable society could permanently shift the trajectory of inflation globally.
Check out The Year Ahead 2022 series of articles and podcasts for analysis and perspectives that can help you thrive in the post-pandemic economy at http://ci.natwest.com/yearahead.
NB: This was recorded on 16 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 special Year Ahead episode of On Point, Arthur Krebbers, Jaspreet Singh, and Dean Shahfar take a closer look at six key ESG themes that should be on every company’s radar in 2022.
Check out The Year Ahead 2022 series of articles and podcasts for analysis and perspectives that can help you thrive in the post-pandemic economy at http://ci.natwest.com/yearahead. NB: This was recorded on 16 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 special Year Ahead episode of On Point, Imogen Bachra, Giovanni Zanni, Ross Walker, and Kevin Cummins take a closer look at how a pullback in pandemic-era government support and rising consumer spending will affect the global economic outlook, and how central banks will manage new inflationary pressures.
Check out The Year Ahead 2022 series of articles and podcasts for analysis and perspectives that can help you thrive in the post-pandemic economy at http://ci.natwest.com/yearahead. 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
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
In this special Year Ahead episode of On Point, John Briggs, Peiqian Liu, Ross Walker, Neil Parker, and Brian Daingerfield take a closer look at what a world running short on everything from materials to labour means for markets and companies.
Check out The Year Ahead 2022 series of articles and podcasts for analysis and perspectives that can help you thrive in the post-pandemic economy at http://ci.natwest.com/yearahead.
NB: This was recorded on 15 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 special Year Ahead episode of On Point, Imogen Bachra, Peiqian Liu, Galvin Chia, and Brian Daingerfield take a closer look at how a titanic shift in China’s economic ambitions could impact global trade, supply chains, currencies, and markets.
Check out The Year Ahead 2022 series of articles and podcasts for analysis and perspectives that can help you thrive in the post-pandemic economy at http://ci.natwest.com/yearahead. NB: This was recorded on 16 November 2021.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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Rahel Haque, Vice President, Climate and ESG Capital Markets, spends 5 minutes exploring the 5 key ESG trends shaping the Private Finance market this month.
For more on the key ESG trends shaping the market, be sure to check-out our November newsletter: https://ci.natwest.com/insights/articles/private-finance-esg-monthly-15-november-2021/
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 15 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 ESG Horizons, Dr. Arthur Krebbers speaks with Dr. Sven-Brian Müller, from TenneT, on their innovative 2GW program; delving into what the 2GW Program is, how it is making offshore wind a cheaper energy source, and more.
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NB: This was recorded on 4 August 2021.
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| In this special episode of On Point, Andrew Blincoe and Alex Ashby, Head of Markets Group in Treasury at Tesco speak with Treasury Today about how to integrate environment, social, and governance (ESG) considerations into treasury and craft a successful sustainability strategy.
Remember to hit ‘subscribe’ so you can watch 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 22 September 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
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US take a closer look at how haulier shortages, spiking energy prices, and US politics are feeding into rates markets.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 29 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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.
Remember to hit ‘subscribe’ so you can watch 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 23 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – digest a busy week of central bank meetings and discuss what it means for bond markets.
Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss potential developments that could arise from the fed meeting, inflation trends in Europe and other surprises markets may have in store.
Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe and Jan Nevruzi for the US – discuss the implications of the latest European Central Bank meeting and US jobs data for bond markets.
Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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.
Remember to hit ‘subscribe’ so you can watch 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 9 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
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How will China’s slowdown and the changing growth dynamic affect the global economic recovery longer term? What does Delta-driven divergence look like across emerging market assets? And how will supply chain & trade pressures affect the outlook for commodities and global currencies? In this episode of 4 Qs for Q4, European Rates Strategist Imogen Bachra joins Peiqian Liu, Galvin Chia, Paul Robson to discuss the shifting long-term growth outlook in China and its effects on global trade, currencies, and commodities.
Remember to hit ‘subscribe’ so you can watch our latest videos as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find.
NB: This was recorded on 24 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Inflation is picking up almost everywhere – where do we think price pressure will endure and where will it pass? From supply chains to fixed income, where are markets underestimating inflation risk? In this episode of 4 Qs for Q4, Global Head of Desk Strategy John Briggs is joined by Ross Walker, Theo Chapsalis, and Giles Gale for a closer look at whether the pandemic charted a new long-term course for inflation markets in the US, UK, and Europe.
Remember to hit ‘subscribe’ so you can watch our latest videos as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find.
NB: This was recorded on 24 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
How will the Fed’s thinking on inflation and monetary policy evolve and what does that mean for bond markets and currencies? Where do we see the US dollar heading for the rest of the year and how will that affect risk markets? In this episode of 4 Qs for Q4, European Rates Strategist Imogen Bachra joins John Briggs, Kevin Cummins, Brian Daingerfield, and Alvaro Vivanco take a closer look at the path of US monetary policy and its impact on global markets.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 24 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
How will the spread of the Delta variant affect consumer spending? Will waning fiscal support mean growth runs off a cliff? In this episode of 4 Qs for Q4, Global Head of Desk Strategy John Briggs is joined by Ross Walker, Giovanni Zanni and Kevin Cummins for a discussion on the delicate interplay between coronavirus, consumption, and fiscal policy – and the implications for global growth and markets.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 24 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
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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Central banks, rates and policy expectations: This month we discuss why might cause central banks to not hike interest rates? And what are the risks to policy expectations?
In this series, our FX Market Strategist and sales team discuss a range of topics affecting the FX landscape, bringing their unique perspective as well as their experiences of working with UK customers.
Host: Duncan Maccabe, UK Corporate Currencies Sales
Presenters:
Neil ‘Parky’ Parker, FX Markets Strategist
James Newman, Institutional FX Sales
For more content, visit the our Insights Hub (https://ci.natwest.com/insights/)
View previous episodes of the FX Big Picture Podcast (https://ci.natwest.com/insights/artic...)
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Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Giles Gale for Europe and John Briggs for the US – discuss shifting ECB views in the run up to next week’s meeting and the likely impact of forthcoming US jobs data on rates markets.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 01 September 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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.
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 25 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – discuss the US fiscal outlook and debt ceiling season, the right time to turn bearish in Europe, and building the UK’s green bond curve.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and Jan Nevruzi for the US – discuss the upcoming Jackson Hole symposium, the latest UK inflation & labour data, and German elections. 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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com. 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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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.
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 12 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discusses the latest inflation & jobs data out of the US, and recent shifts in UK and Euro Area rates.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 11 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, John Briggs steps in for Imogen Bachra, and along with the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Jan Nevruzi for the US – dives into the Bank of England’s quantitative easing plans, US refunding, and the curious shift lower in global bond yields.
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. And if you have any questions you’d like answered on the podcast, reach out directly or email bondcast@natwest.com.
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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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.
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 5 August 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
In this special episode of On Point, James Close, Head of Climate Change at NatWest joins a panel of sustainability specialists to discuss the role of data and technology in managing environmental, social and governance (ESG) risk and achieving a net-zero future: Matthew Higham, Chief Digital Officer and Sustainability Lead for Enterprise, Microsoft UK; Dr. Daniel Klier, President of Arabesque Group and CEO of Arabesque S-Ray; David Marriage, Disruption & Innovation Leader, Asset & Wealth Management, PwC; and Lance Uggla, Founder & CEO, IHS Markit. 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 in June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and John Briggs for the US – discuss the latest Fed meeting, look ahead to the Bank of England meeting in August, and discuss the rates market outlook for late Q3 and beyond.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 29 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs and Kevin Cummins, Chief US Economist at NatWest Markets discuss what the latest Fed meeting means for markets and dig into the most recent economic growth data.
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 29 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
In this series, our FX Markets Strategist and members of the FX Sales Team discuss a variety of topics affecting the FX landscape. They bring a rather unique perspective on things to consider, from their experiences working with UK customers.
Host:
Duncan Maccabe, UK Corporate Currencies
Guests:
Neil ‘Parky’ Parker, FX Markets Strategist
James Newman, FX Institutional Sales
Marc Hinken, eFX Trading
Visit our FX Hub (https://ci.natwest.com/insights/articles/?t=fx) for more content.
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Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists –Theo Chapsalis for the UK and John Briggs for the US – digest what the latest European Central Bank meeting means for fixed income markets, and look ahead to the Bank of England and Fed meetings in the weeks to come.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 22 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
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, Americas, unpack growing Delta variant concerns, and discuss the US dollar outlook and what to expect from the upcoming Fed meeting.
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 22 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
In this special episode of On Point, Neil Parker, Director and FX Markets Strategist joins Ross Walker, Co-Head of Global Economics and Chief UK Economist, Sam Boughton, Director, Corporate Syndicate, and Rupert Taylor, Managing Director and Head of Industrials & Transport in Coverage & Sector Content for a closer look at key drivers of the Q3 economic & market outlook and discuss macro, liquidity & funding risks confronting corporates in the months ahead. 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 14 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. Will the broadening nature of inflation challenge the ‘transitory’ narrative for markets? In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and John Briggs for the US – discuss the European Central Bank’s strategy review, the latest inflation prints in the UK and the US, and shifting investor sentiment.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 14 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. The synchronised global economic growth story that defined much of this year is giving way as fortunes of the jabs and the jab-nots diverge. Global Head of Desk Strategy John Briggs and Alvaro Vivanco, Head of ESG Macro Desk Strategy and Head of Emerging Markets Desk Strategy discuss the shifting global growth outlook and what it means for risk assets. Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 15 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Financial markets have recently seen a pull-back in risk appetite. Is this due to the news of additional strains of COVID, weakness from some of the economic data and surveys or the threat of the US Federal Reserve raising interest rates more quickly than expected?
Moreover, having tested higher on multiple occasions, both the GBP and EUR looked to be getting a bit exhausted with the repeated failures.
So what is in store for the financial markets and economies now that Q2 is over?
Disclaimer: https://www.ci.natwest.com/disclaimer
Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:
BoE: Bank of England
CBI: Confederation of British Industry
CIPS: Chartered Institute of Purchasing and Supply
CPI: Consumer Price Index
CDU/CSU: Christlich-Demokratische Union/Christlich-Soziale Union
CRB Commodity Research Bureau
ECB: European Central Bank
FX: Foreign Exchange
FOMC: Federal Open Market Committee
GDP: Gross Domestic Product
GFK: Growth from Knowledge (consumer research)
IFO: Information and Forschung / Germany’s Institute for Economic Research
ILO: International Labour Organisation
IMF: International Monetary Fund
ISM: Institute for Supply Management
MHRA: Medicines and Healthcare products Regulatory Agency
MPC: Monetary Policy Committee
NAHB: National Association of Home Builders
OBR Office for Budget Responsibility
OECD: Organisation for Economic Co-operation and Development
PEPP: Pandemic Emergency Purchase Programme
PIPS Percentage in point
PMI: Purchasing Managers’ Index
PNSB: Public Net Sector Borrowing
QE: Quantitative easing
RICS Royal Institution of Chartered Surveyors
VAT: Value Added Tax
WTO: World Trade Organisation
ZEW: Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Our specialists discuss the top digital trends for treasurers to embrace and the key ingredients in a successful transformation journey. Moderated by Eleanor Hill from Treasury Management International, hear from Nick Pedersen, Conor Maher and Rowan Austin. 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 in June, 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Head of European Rates Strategy Giles Gale is joined by Co-Head of Global Economics Ross Walker for a discussion on the global growth outlook and whether it raises the stakes for markets and central banks.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 8 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape.
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Brian Daingerfield for the US – discuss the oil market’s influence on the inflation outlook, a revised (upward) growth outlook in Europe, and the UK fiscal risk outlook.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 7 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Head of European Rates Strategy Giles Gale takes the reins from John Briggs this week and is joined by Co-Head of Global Economics Michelle Girard for a discussion about what markets should make of the latest inflation trends.
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 1 July 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Planning, proactivity, people, and prudence. In conversation with John Nicholas, Senior Advisor at Treasury Today, NatWest Head of Corporates & Institutions Andrew Blincoe and Yang Xu, Vice President, Global Treasurer & Corporate Development at The Kraft Heinz Company share key lessons learned on managing liquidity and leverage during the pandemic, and how to get treasury digitalisation right. 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 9 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Brian Daingerfield for the US – look at how markets are digesting improving pandemic trends, a new US spending package proposal, and bond index extensions in the UK.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 30 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Host:
Duncan Maccabe, UK Corporate Currencies Sales
Presenters:
Neil ‘Parky’ Parker, FX Markets Strategist
James Newman, Institutional FX Sales
We use a few acronyms in our content, here’s a list of the key terms:
BoE Bank of England
CBI Confederation of British Industry
CDU/CSU Christlich-Demokratische Union/Christlich-Soziale Union
CIPS Chartered Institute of Purchasing and Supply
CPI Consumer Price Index
ECB European Central Bank
FOMC Federal Open Market Committee
FX Foreign Exchange
GDP Gross Domestic Product
GFK Growth from Knowledge (consumer research)
IFO Information and Forschung / Germany’s Institute for Economic Research
ILO International Labour Organisation
IMF International Monetary Fund
ISM Institute for Supply Management
MHRA Medicines and Healthcare products Regulatory Agency
MPC Monetary Policy Committee
NAHB National Association of Home Builders
OBR Office for Budget Responsibility
OECD Organisation for Economic Co-operation and Development
PEPP Pandemic Emergency Purchase Programme
PIPS Percentage in point
PMI Purchasing Managers’ Index
PNSB Public Net Sector Borrowing
RICS Royal Institution of Chartered Surveyors
QE Quantitative Easing
VAT Value Added Tax
WTO World Trade Organization
ZEW Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape.
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gales for Europe, Theo Chapsalis for the UK, and Jan Nevruzi for the US – digest what the latest from the Bank of England and other central bank moves mean for markets.
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. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 24 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
As many economies around the developed world start to unlock, the expectation is that we'll start to see an acceleration in activity and re-hiring.
Are the markets already pricing this in? What’s that mean in terms of economic recovery, employment, inflation, monetary policy and markets?
Neil Parker, FX Markets Strategist, shares his views for the month ahead. We also welcome back Piers Leslie, Founder and Chartist of Fact Not Fiction Forecasting Ltd, to provide his technical perspective.
Disclaimer: https://www.ci.natwest.com/disclaimer
Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:
BoE: Bank of England
CBI: Confederation of British Industry
CIPS: Chartered Institute of Purchasing and Supply
CPI: Consumer Price Index
CDU/CSU: Christlich-Demokratische Union/Christlich-Soziale Union
ECB: European Central Bank
FX: Foreign Exchange
FOMC: Federal Open Market Committee
GDP: Gross Domestic Product
GFK: Growth from Knowledge (consumer research)
IFO: Information and Forschung / Germany’s Institute for Economic Research
ILO: International Labour Organisation
IMF: International Monetary Fund
ISM: Institute for Supply Management
MHRA: Medicines and Healthcare products Regulatory Agency
MPC: Monetary Policy Committee
NAHB: National Association of Home Builders
OBR Office for Budget Responsibility
OECD: Organisation for Economic Co-operation and Development
PEPP: Pandemic Emergency Purchase Programme
PIPS Percentage in point
PMI: Purchasing Managers’ Index
PNSB: Public Net Sector Borrowing
QE: Quantitative easing
RICS Royal Institution of Chartered Surveyors
VAT: Value Added Tax
WTO: World Trade Organisation
ZEW: Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gales for Europe, Theo Chapsalis for the UK, and John Briggs for the US – digest the latest from the Fed, talk inflation-linked securities ahead of the Bank of England’s next meeting, and re-discover their bearish side in Europe.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 17 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead.
Inflation hawks are circling – how should markets respond? Global Head of Desk Strategy John Briggs digests what the latest Fed meeting means for markets longer-term and Ross Walker, Co-Head of Global Economics and Chief UK Economist joins for a preview of the upcoming Bank of England meeting.
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 17 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
| Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giles Gales for Europe, Theo Chapsalis for the UK, and John Briggs for the US – take a closer look at a hot new US data print, the latest European Central Bank meeting, and the long end of the UK yield curve.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email bondcast@natwest.com.
NB: This was recorded on 10 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at the latest US inflation print and Chief Euro Area Economist Giovanni Zanni discusses the most recent European Central Bank meeting and the longer-term outlook for Europe.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 10 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. As the post-pandemic economic recovery continues, albeit at different speeds across regions, central banks will inevitably start to talk about tapering the very generous levels of quantitative easing rolled out to combat the crisis. Global Head of Desk Strategy John Briggs and Head of G10 FX Strategy for EMEA Paul Robson take a closer look at how the uneven march of QE tapering across regions could affect FX markets.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 3 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Giovanni Zanni for Europe and John Briggs for the US – take a closer look at persistent dovishness in the Euro Area, rising hawkishness across the Anglosphere central banks, and what that means for the fixed income outlook in the months ahead.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 2 June 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how markets are digesting two diverging central banks – the Fed and the European Central Bank – and Ross Walker, Chief UK Economist and Co-Head of Global Economics joins for a spotlight on UK inflation and the corporate sector investment outlook.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 27 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – take a closer look at rising dovishness in the Euro Area, potential signs of reduced dovishness in the US, and the latest UK inflation-linked syndication.
Remember to hit ‘subscribe’ so you can listen to our latest episodes as soon as they’re available.
NB: This was recorded on 26 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
| Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how risk assets are responding to growing inflation fears. Imogen Bachra, European Rates Strategist at NatWest Markets and host of the hugely popular Bondcast podcast joins for a deep dive into why investor positioning is shifting in Europe. 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 20 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
| Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – take a closer look at how markets are reacting to a fresh round of inflation surprises, and assess the kinds of conditions that would cause global central banks to change their reaction functions.
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 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Last month central banks were fretting about the rise in yields reducing the pace of recovery, and potentially acting to limit further increases. Has this now flipped? There’s more acceptance that the global economy is recovering, and growing signs of potential inflation. Will we return to pre-pandemic levels of output more quickly than expected?
Neil Parker, FX Markets Strategist, shares his views for the month ahead.
Disclaimer: https://www.ci.natwest.com/disclaimer
Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:
BoE: Bank of England
CBI: Confederation of British Industry
CIPS: Chartered Institute of Purchasing and Supply
CPI: Consumer Price Index
ECB: European Central Bank
FX: Foreign Exchange
FOMC: Federal Open Market Committee
GDP: Gross Domestic Product
IFO: Information and Forschung / Germany’s Institute for Economic Research
ILO: International Labour Organisation
IMF: International Monetary Fund
MHRA: Medicines and Healthcare products Regulatory Agency
MPC: Monetary Policy Committee
NAHB: National Association of Home Builders
OECD: Organisation for Economic Co-operation and Development
PEPP: Pandemic Emergency Purchase Programme
PMI: Purchasing Managers’ Index
PNSB: Public Net Sector Borrowing
QE: Quantitative easing
VAT: Value Added Tax
WTO: World Trade Organisation
ZEW: Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Host:
Duncan Maccabe, UK Corporate Currencies Sales
Presenters:
Neil ‘Parky’ Parker, FX Markets Strategist
James Newman, Institutional FX Sales
We use a few acronyms in our content, here’s a list of the key terms:
| BoE | Bank of England
| CBI | Confederation of British Industry
| CDU/CSU | Christlich-Demokratische Union/Christlich-Soziale Union
| CIPS | Chartered Institute of Purchasing and Supply
| CPI | Consumer Price Index
| ECB | European Central Bank
| FOMC | Federal Open Market Committee
| FX | Foreign Exchange
| GDP | Gross Domestic Product
| GFK | Growth from Knowledge (consumer research)
| IFO | Information and Forschung / Germany’s Institute for Economic Research
| ILO | International Labour Organisation
| IMF | International Monetary Fund
| ISM | Institute for Supply Management
| MHRA | Medicines and Healthcare products Regulatory Agency
| MPC | Monetary Policy Committee
| NAHB | National Association of Home Builders
| OBR | Office for Budget Responsibility
| OECD | Organisation for Economic Co-operation and Development
| PEPP | Pandemic Emergency Purchase Programme
| PIPS | Percentage in point
| PMI | Purchasing Managers’ Index
| PNSB | Public Net Sector Borrowing
| RICS | Royal Institution of Chartered Surveyors
| QE | Quantitative Easing
| VAT | Value Added Tax
| WTO | World Trade Organization
| ZEW | Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Our quick-take analysis on what to watch in financial markets for the week ahead. Is lower US jobs growth & higher inflation transitory or a sign of things to come? Global Head of Desk Strategy John Briggs joins Chief US Economist Kevin Cummins for a deep dive on the latest US jobs & inflation data to unpack what it means for the recovery and for markets.
Note: This was recorded on 13 May 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our market strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discuss the latest US non-farm jobs data and the economic recovery, investor positioning in Europe, and surprising inflation trends. NB: This was recorded on 12 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs joins Co-Head of Global Economics & Chief UK Economist Ross Walker for a deep dive on the latest Bank of England meeting, whether we expect any clouds to emerge throughout ‘taper season’ – and what that means for markets. Note: This was recorded on 6 May 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discuss the latest Bank of England meeting, the quantitative easing (tapering) outlook in the US, and pandemic trends in Europe. NB: This was recorded on 3 May 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets, and society. As global central banks start unwinding record levels of pandemic-driven support, how will markets respond? In the latest episode of On Point, Global Head of Desk Strategy John Briggs joins Giles Gale, Theo Chapsalis, and Paul Robson to discuss the impact of the next tapering cycle on rates, currencies, and growth-linked assets in the UK, Europe and the US. NB: This was recorded on 30 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our strategists discuss the biggest themes & events shaping the landscape.
In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and John Briggs for the US – discuss how central banks across all three regions are thinking about tapering, the impact on bond markets and implications for investors.
NB: This was recorded on 29 April 2021.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead.
Central bank tapering doesn’t normally bring what markets consider to be good things, but Global Head of Desk Strategy John Briggs looks at why the next taper cycle is (probably) different from those preceding it. Speaking of tapering, our Head of UK Rates Strategy Theo Chapsalis joins for a deep dive on what to expect from the next Bank of England meeting – and how markets are likely to respond.
Note: This was recorded on 29 April 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets, and society.
In the latest episode of On Point, Neil Parker, FX Markets Strategist at NatWest Markets joins Brian Daingerfield, Head of G10 FX Strategy and Peiqian Liu, Chief China Economist to discuss the impact of China’s post-pandemic economic recovery on currency trends, global supply chains, and corporate strategy.
NB: This was recorded on 22 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the European Central Bank’s decision to keep asset purchases steady, structural shifts in UK inflation, and an update on the US refunding outlook. NB: This was recorded on 22 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs looks at why the Bank of Canada’s latest moves should get investors thinking about the prospect of QE tapering elsewhere and what it means for assets. European Rates Strategist Imogen Bachra joins for a deep dive on the European Central Bank’s decision to leave its (recently upsized) crisis-fighting tools broadly unchanged. Note: This was recorded on 22 April 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at what recent vaccine hiccups and a more positive recovery story in Europe means for markets and Chief US Economist Kevin Cummins joins for deep dive on what the latest flurry of very strong US data says (and doesn’t say) about next phase of the recovery. Note: This was recorded on 15 April 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the latest vaccination hiccups, and how better growth, higher inflation & more bond supply are being digested by markets. NB: This was recorded on 14 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Governments globally are expending billions and trillions to support civilisations through repeated lockdowns. As global yields rise, they could potentially become a threat to recovery as funding the debt could be more expensive in the long term. So what could central banks do to improve global economic conditions, and what might this mean for FX markets? Neil Parker, FX Markets Strategist, shares his views for the month ahead.
Disclaimer: https://www.ci.natwest.com/disclaimer
Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:
BoE: Bank of England
CBI: Confederation of British Industry
CIPS: Chartered Institute of Purchasing and Supply
CPI: Consumer Price Index
ECB: European Central Bank
FX: Foreign Exchange
FOMC: Federal Open Market Committee
GDP: Gross Domestic Product
IFO: Information and Forschung / Germany’s Institute for Economic Research
ILO: International Labour Organisation
IMF: International Monetary Fund
MHRA: Medicines and Healthcare products Regulatory Agency
MPC: Monetary Policy Committee
NAHB: National Association of Home Builders
OECD: Organisation for Economic Co-operation and Development
PEPP: Pandemic Emergency Purchase Programme
PMI: Purchasing Managers’ Index
PNSB: Public Net Sector Borrowing
QE: Quantitative easing
VAT: Value Added Tax
WTO: World Trade Organisation
ZEW: Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets and society. In the latest episode of On Point, Neil Parker, FX Markets Strategist joins Ross Walker, Co-Head of Global Economics and Chief UK Economist and Sam Boughton, Director, Corporate Syndicate at NatWest Markets for a closer look at key drivers of the Q2 economic & market outlook and discuss macro, liquidity & funding risks confronting corporates in the months ahead. NB: This was recorded on 12 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Our guest host for the week, Giles Gale, Head of European Rates Strategy at NatWest Markets takes a closer look at what the latest round of economic data means for markets. Giovanni Zanni, Chief Euro Area Economist at NatWest Markets joins for a discussion on the region’s (perhaps surprisingly) strong economic prospects and risks to the outlook – including a deep dive on a German constitutional court case that could determine the future of the Next Generation EU Fund and delay the recovery.
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the latest FOMC & ECB minutes and the upcoming UK syndication. NB: This was recorded on 8 April 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. What does President Biden’s latest fiscal stimulus plan mean for markets? Global Head of Desk Strategy John Briggs takes a closer look and Ross Walker, Co-Head of Global Economics & Chief UK Economist at NatWest Markets joins to talk through our latest forecasts for global growth & inflation. Note: This was recorded on 31 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss key drivers of bond supply over the coming quarter. NB: This was recorded on 30 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. As markets begin to calm following a busy month of central bank meetings, Global Head of Desk Strategy John Briggs takes a closer look at the improving outlook for risk assets and Galvin Chia, Emerging Market Strategist, CEEMEA at NatWest Markets joins for a spotlight discussion on key drivers of emerging market asset & currency performance. Note: This was recorded on 25 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss how new economic patterns are affecting rates markets. NB: This was recorded on 25 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
The Foreign Exchange (FX) market can be a confusing space. There’s a lot of uncertainty and scepticism around options available, and hedging against adverse currency fluctuations.
In this series, our knowledgeable FX Market Strategist and Sales Team discuss a wide variety topics affecting the FX landscape, and from their experiences working with UK customers, a rather unique perspective on things to consider.
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Brian Daingerfield for the US – digest the latest Bank of England and US Federal Reserve meetings and discuss the implications for rates. NB: This was recorded on 18 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Our guest host for the week, Giles Gale, Head of European Rates Strategy at NatWest Markets takes a closer look at whether markets and central banks are converging or diverging in how they think about inflation (and rates), and Kevin Cummins, Chief US Economist, NatWest Markets joins for a spotlight on the Fed. Note: This was recorded on 18 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
The significant success of the vaccination programme has led the UK government to finally announce the timetable to unlock the economy. In Europe where the vaccine programme still lags behind, nothing else seems to be accelerating much either. When will output recover and employment return to pre pandemic levels?
Neil Parker, FX Markets Strategist, looks to the month ahead for FX markets.
Disclaimer: https://www.ci.natwest.com/disclaimer
Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:
BoE: Bank of England
CBI: Confederation of British Industry
CIPS: Chartered Institute of Purchasing and Supply
CPI: Consumer Price Index
ECB: European Central Bank
FX: Foreign Exchange
FOMC: Federal Open Market Committee
GDP: Gross Domestic Product
IFO: Information and Forschung / Germany’s Institute for Economic Research
ILO: International Labour Organisation
IMF: International Monetary Fund
MHRA: Medicines and Healthcare products Regulatory Agency
MPC: Monetary Policy Committee
NAHB: National Association of Home Builders
OECD: Organisation for Economic Co-operation and Development
PEPP: Pandemic Emergency Purchase Programme
PMI: Purchasing Managers’ Index
PNSB: Public Net Sector Borrowing
QE: Quantitative easing
VAT: Value Added Tax
WTO: World Trade Organisation
ZEW: Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how markets and investors are thinking about rates, growth & volatility ahead of a busy week of central bank meetings and Giles Gale, Head of European Rates Strategy at NatWest Markets joins for a spotlight discussion on the European Central Bank (ECB). Note: This was recorded on 11 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK, Giles Gale for Europe, and Blake Gwinn for the US – discuss the European Central Bank’s (ECB) recent decision to increase the pace of asset purchases and look at whether other major central banks meeting the week of March 15th will also move to tame rising yields. NB: This was recorded on 11 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets and society. In the latest episode of On Point, Neil Parker, FX Markets Strategist at NatWest Markets joins Global Head of Desk Strategy, John Briggs, and Head of G10 FX Strategy for the Americas, Brian Daingerfield, to discuss how the Biden presidency could affect the average corporate in the UK & Europe, FX rates, and trade. NB: This was recorded on 3 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary Please view our full disclaimer here: https://ci.natwest.com/disclaimer.
| Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at why central banks are holding their nerve in the face of rising bond yields and Ross Walker, Co-Head of Global Economics & Chief UK Economist at NatWest Markets joins for a spotlight discussion on the key takeaways & risks in the UK Budget 2021. Note: This was recorded on 4 March 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
| Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for the UK and Blake Gwinn for the US – discuss continued volatility in rates markets, hints towards central bank responses, and key takeaways from the UK 2021 Budget. NB: This was recorded on 4 March 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
The Foreign Exchange (FX) market can be a confusing space. There’s a lot of uncertainty and scepticism around options available, and hedging against adverse currency fluctuations. In this series, our knowledgeable FX Market Strategist and Sales Team discuss a wide variety topics affecting the FX landscape, and from their experiences working with UK customers, a rather unique perspective on things to consider.
Host:
Duncan Maccabe, UK Corporate Currencies Sales
Presenters:
Neil ‘Parky’ Parker, FX Markets Strategist
Richard ‘Dickie’ Turner, Financial Institutions Sales
Ben Nicklin, FX Structuring
Visit our FX Hub (https://ci.natwest.com/insights/articles/the-foreign-exchange-fx-markets-insights-hub) for more content.
Download our Glossary of Terms (https://ci.natwest.com/media/6470/nw-fx-acronyms.pdf.)
Please view our full disclaimer here https://bit.ly/3oHWWb2
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how markets (and central banks) are digesting recent positive economic data and Kevin Cummins, Chief US Economist at NatWest Markets joins for a spotlight discussion on the US economy & the Fed. Note: This was recorded on 25 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape.
Rates are rising and yield curves steepening at a precarious time for the global economy – at what point will central banks push back? In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – discuss rising global bond yields and key catalysts for action from central banks. NB: This was recorded on 24 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
Months of tight lockdowns and restrictions, and the vaccine programme is the ‘carrot’ of torment waving in front of consumers and businesses desperate for loosenings. When will governments to start easing restrictions? How and when will the economy recover, and what will be the impact on financial markets?
Neil Parker, FX Markets Strategist, looks to the month ahead for FX markets.
Disclaimer: https://www.ci.natwest.com/disclaimer
Glossary of terms
We sometimes use a few acronyms in our videos, here’s a list of the key terms:
BoE: Bank of England
CBI: Confederation of British Industry
CIPS: Chartered Institute of Purchasing and Supply
CPI: Consumer Price Index
ECB: European Central Bank
FX: Foreign Exchange
FOMC: Federal Open Market Committee
GDP: Gross Domestic Product
IFO: Information and Forschung / Germany’s Institute for Economic Research
ILO: International Labour Organisation
IMF: International Monetary Fund
MHRA: Medicines and Healthcare products Regulatory Agency
MPC: Monetary Policy Committee
NAHB: National Association of Home Builders
OECD: Organisation for Economic Co-operation and Development
PEPP: Pandemic Emergency Purchase Programme
PMI: Purchasing Managers’ Index
PNSB: Public Net Sector Borrowing
QE: Quantitative easing
VAT: Value Added Tax
WTO: World Trade Organisation
ZEW: Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index
Our quick-take analysis on what to watch in financial markets for the week ahead.
A familiar pattern in risk assets is emerging. Global Head of Desk Strategy John Briggs takes a closer look at key drivers for a recent shift in market sentiment – and how long the trend could last. Brian Dangerfield, Head of G10 FX Strategy, Americas at NatWest Markets joins for a spotlight discussion on support drivers for the reflation theme – and whether it’s due for a pullback.
Note: This was recorded on 18 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
| Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. Will the nature of inflation change in a post-pandemic world? In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – discuss big rates forecast changes in the UK & EU and debate the future of inflation. NB: This was recorded on 17 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – dive into the outlook for the US cash balance. They also explore whether former ECB president Mario Draghi can work miracles in Italy – and the impact on markets & sentiment. NB: This was recorded on 10 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
| Our quick-take analysis on what to watch in financial markets for the week ahead. With more positive vaccine news & growth optimism building, Global Head of Desk Strategy John Briggs takes a closer look at two big themes moving markets: US exceptionalism, and reflation trades. Theo Chapsalis, Head of UK Rates Strategy at NatWest Markets also joins for a spotlight on medium-term inflation expectations. Note: This was recorded on 11 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe, Theo Chapsalis for the UK, and Blake Gwinn for the US – discuss the recent results & outlook for US refunding, and dive into the UK negative rates debate following the latest Bank of England meeting. NB: This was recorded on 4 February 2021. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at why, perhaps counter-intuitively, the US dollar is strengthening. Giovanni Zanni, Chief Euro Area Economist at NatWest Markets also joins for a spotlight on why pessimism around a medium-term economic recovery in Europe is overdone. Note: This was recorded on 4 February 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://ci.natwest.com/insights/articles/insight-glossary
The Foreign Exchange (FX) market can be a confusing space. There’s a lot of uncertainty and scepticism around options available, and hedging against adverse currency fluctuations. In this series, our knowledgeable FX Market Strategist and Sales Team discuss a wide variety topics affecting the FX landscape, and from their experiences working with UK customers, a rather unique perspective on things to consider.
Host:
Duncan Maccabe, UK Corporate Currencies Sales
Presenters:
Neil ‘Parky’ Parker, FX Markets Strategist
Richard ‘Dickie’ Turner, Financial Institutions Sales
Ben Nicklin, FX Structuring
Visit our FX Hub (https://ci.natwest.com/insights/articles/the-foreign-exchange-fx-markets-insights-hub) for more content.
Download our Glossary of Terms (https://ci.natwest.com/media/6470/nw-fx-acronyms.pdf.)
Please view our full disclaimer here https://bit.ly/3oHWWb2
| Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Giles Gale for Europe and Blake Gwinn for the US – discuss market reactions to the recent Fed & ECB meetings and explore why (good) central bank communication will be critical in a post-pandemic world. NB: This was recorded on 28 January 2021. For any terms used please refer to this glossary: https://www.nwm.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
| Our quick-take analysis on what to watch in financial markets for the week ahead. Global Head of Desk Strategy John Briggs takes a closer look at how vaccine hiccups and stronger lockdowns are driving macro & market divergences. Ross Walker, Co-Head of Global Economics & Chief UK Economist at NatWest Markets also joins for a spotlight on parsing the medium & long-term economic effects of Brexit from the coronavirus pandemic. Note: This was recorded on 28 January 2021. Please view our full disclaimer here: https://ci.natwest.com/disclaimer. For any terms used please refer to this glossary: https://www.nwm.com/insights/articles/insight-glossary
In this episode of On Point, our specialists discuss how President Biden’s first 100 days in office could unfold – and what that means for the country’s coronavirus response, international trade, and business.
Note: for any terms used, please refer to this glossary. This podcast was recorded on 21 January 2021. Please view our full disclaimer here.
Our quick-take analysis on what to watch in financial markets for the week ahead. Are we in for any surprises at the Fed’s January meeting? Global Head of Desk Strategy John Briggs takes a closer look and discusses how markets and risk assets are likely to respond. Brian Dangerfield, Head of G10 FX Strategy, US at NatWest Markets also joins for a spotlight Q&A on the prospects & timing for further US stimulus under a freshly minted Biden presidency. Note: This was recorded on 21 January 2021. Please view our full disclaimer here: www.nwm.com/disclaimer.
| Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and the NatWest Markets team of rates strategists – Theo Chapsalis for UK, Giles Gale for Europe and Blake Gwinn for the US – discuss the market reaction to Italy’s political crisis, the ECB’s policy toolkit, and renewed talk of negative rates in the UK. NB: This was recorded on 21 January 2021. For any terms used please refer to this glossary: https://www.nwm.com/insights/articles/insight-glossary
Please view our full disclaimer here: ci.natwest.com/disclaimer.
| Our quick-take analysis on what to watch in financial markets for the week ahead. Is talk of another “Taper Tantrum” more than just talk? Global Head of Desk Strategy John Briggs takes a closer look at this, as well as what to expect from upcoming European Central Bank and Bank of Japan meetings, and rising political risk in Italy. Paul Robson, Head of G10 FX Strategy also joins for a spotlight Q&A on key risk drivers for the US dollar. Note: This was recorded on 14 January 2021. Please view our full disclaimer here: www.nwm.com/disclaimer.
A Brexit trade deal was finally reached on Christmas Eve – but was it the gift businesses & markets had hoped for? In this Brexit Watch episode of On Point, our specialists outline some of the agreement’s short, medium and long-term effects for corporate finance and institutional decision-makers. Note: for any terms used, please refer to this glossary https://ci.natwest.com/insights/articles/insight-glossary
This podcast was recorded on 8 January 2021. Please view our full disclaimer here
https://ci.natwest.com/disclaimer
| What do ESG investors increasingly want from the market – and how can corporate CFOs and treasurers adapt to big changes in sustainable finance this year? In this special Year Ahead edition of On Point, our Head of Sustainable Finance for Corporates joined leading ESG investors from Franklin Templeton, La Francaise, and Actiam to discuss key developments that should be on companies’ radars in 2021. Click here (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers ) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary (https://www.nwm.com/insights/articles/insight-glossary ). This was recorded on 3 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra and our team of rates strategists – Theo Chapsalis for UK, Giles Gale for Europe and Blake Gwinn for Americas – discuss the fast-evolving rates outlook in the US, the UK, and Europe, and take stock of some of the key rate & inflation calls from our Year Ahead outlook (published in late 2020). To access our Year Ahead series for more in-depth analysis & insights into the big themes moving markets in 2021, go to www.nwm.com/yearahead. NB: This was recorded on 13 January 2021. For any terms used please refer to this glossary: https://www.nwm.com/insights/articles/insight-glossary
Please view our full disclaimer here: www.nwm.com/disclaimer.
In changing times, get our quick take on the latest news and analysis from the financial markets. Head of Desk Strategy, John Briggs gives a quick-take on the trends to watch this week.
Note: This was recorded on January 9, 2021. View our full disclaimer here: www.nwm.com/disclaimer.
| Sharpen your view with our insights & fixed income analysis. Our rates capital markets strategists discuss the biggest themes & events shaping the landscape. In this episode of Bondcast, Imogen Bachra is joined by our team of rates strategists – Theo Chapsalis for UK, Giles Gale for Europe and Blake Gwinn for Americas – to discuss recent US political developments, Brexit, German elections and the impact on rates and bond supply. NB: This was recorded on 7 January 2021. For any terms used please refer to this glossary: https://www.nwm.com/insights/articles/insight-glossary
Please view our full disclaimer here: www.nwm.com/disclaimer.
We’ve finally made it to 2021 – and there are a few things already on our radar. Global Head of Desk Strategy, John Briggs, rings in the new year with a quick-take on the trends to watch in 2021.
Note: This was recorded on December 29, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
| How will coronavirus affect the global risk and opportunity landscape in 2021? Listen to our economists discuss the impact of coronavirus on the outlook across regions and sectors next year. Click here (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers ) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary (https://www.nwm.com/insights/articles/insight-glossary ). This was recorded on 3 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
| Will fiscal policy remain the principal macroeconomic policy lever going forward – even after the coronavirus crisis recedes? Listen to our economists discuss the implications of the increased use of fiscal policy on demand, inflation, bond supply and monetary policy. Click here (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary (https://www.nwm.com/insights/articles/insight-glossary ) . This was recorded on 3 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
Global central banks are desperate to generate inflation and we think this may finally be the year they get it. Listen to our economists dive into our global inflation outlook for 2021 – and what it means for markets. Click here (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers ) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary (https://www.nwm.com/insights/articles/insight-glossary ) . This was recorded on 2 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
| In a world that’s rapidly trying to go green, will the green finance market hit critical mass by the end of 2021? Listen to our specialists discuss how ESG and sustainable finance will evolve in the year ahead. Click here (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers ) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary (https://www.nwm.com/insights/articles/insight-glossary ) . This was recorded on 3 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
| What is the post-Brexit outlook for the economy, currencies, rates and regulation? Listen to our specialists shed light on life after Brexit. Click here: (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary (https://www.nwm.com/insights/articles/insight-glossary). This was recorded on 1 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
| Low rates, low volatility – for now or forever? Listen to our strategists explain why global rates markets may be a lot more exciting in 2021 than we think. Click here (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers ) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary ( https://www.nwm.com/insights/articles/insight-glossary ). This was recorded on 2 December, 2020. Please view our full disclaimer here: www.nwm.com/disclaime
How will the recovery shape up in 2021? Listen to this quick-take from our economists to understand why we’re cautiously optimistic and how the economic outlook varies by region. Click here: (https://www.nwm.com/insights/articles/the-year-ahead-essential-2021-insights-for-corporates-institutional-decision-makers) to access our Year Ahead series for more in-depth analysis and insights into the big themes moving markets in 2021. NB: For any terms used please refer to this glossary: (https://www.nwm.com/insights/articles/insight-glossary.) This was recorded on November 30, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
| In a year full of change, get our quick take on the latest news and analysis from the financial markets. The end of the year is around the corner but there is lots still happening in financial markets – final Brexit trade deal, industry reinflation and an EU Summit. Head of Desk Strategy, Jim McCormick gives a quick-take on the trends to watch this week. Note: PMI is purchasing manufacturing index. ECB is European Central Bank. This was recorded on December 7, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
What’s coming next in financial markets? Watch our quick-take discussion to understand why these are the trends to watch in 2021: ESG market growth, fiscal policy dominance, rising inflation risks, the impact coronavirus vaccines and life after Brexit.
In a year full of change, get our quick take on the latest news and analysis from the financial markets.
This week get a sneak preview of our Year Ahead outlook. Head of Desk Strategy, Jim McCormick gives a snapshot of our key calls and the trends to watch in 2021.
Note: ESG is environmental, social and governance. This was recorded on November 30, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
In a year full of change, get our quick take on the latest news and analysis from the financial markets.
Coronavirus case levels continues to feature in headlines – how is it impacting financial markets? Head of Desk Strategy, Jim McCormick gives his quick take and outlines trends to watch this week.
Note: EM is emerging markets. This was recorded on November 23, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer
How is a potential deal shaping up? And what’s the likely economic impact? Chief UK Economist Ross Walker gives his take on the latest developments and what to expect from here.
Recorded on November 16, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
In a year full of change, get our quick take on the latest news and analysis from the financial markets.
This week we look at the impact of positive vaccine news and how varying coronavirus case levels are influencing mpacting financial markets.
Note: ECB is European Central Bank, CBRT is Central Bank of Republic of Turkey and CPI is Consumer Price Index. This was recorded on November 16, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
Sharpen your view with our insights & fixed income analysis. Our rates capital markets strategists discuss the biggest themes & events shaping the landscape.
Imogen Bachra is joined by our team of rates strategists: Theo Chapsalis for UK, Giles Gale for Europe and Blake Gwinn for Americas.
Note: ECB is European Central Bank. QE is quantitative easing. This was recorded on November 9, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets.
Note: GDP is gross domestic product. This was recorded on November 9, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
Election Day is finally here, and the results come down to just a few states. Listen as US strategists, John Briggs, Head of Strategy, Americas, and Brian Daingerfield, Co-Head of G10 FX Strategy, discuss the states with the most influence in this edition of the US Election Watch.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets.
Note: ECB is European Central Bank and TLTRO is targeted long-term refinancing options. This was recorded on November 2, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
Need to keep up to date with the latest news and analysis on rates strategy? Sharpen your view with our insights & fixed income analysis. Our rates capital markets strategists discuss the biggest themes & events shaping the rates markets.
Imogen Bachra is joined by our team of rates strategists: Theo Chapsalis for UK, Giles Gale for Europe and Blake Gwinn for Americas.
This was recorded on October 29, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
With the 2020 Presidential Election only a few days away, John Briggs, Head of Strategy, Americas and Brian Daingerfield, Co-Head of G10 FX Strategy, share their final predictions ahead of Election Day.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets.
This was recorded on October 26, 2020.
Note: GDP refers to gross domestic product. Please view our full disclaimer here: www.nwm.com/disclaimer.
The headlines say we’re headed for no deal – but are we? Chief UK Economist Ross Walker gives his take on the latest from the EU Council Summit and what to expect from here.
Recorded on October 19th, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets.
This was recorded on October 19, 2020.
Note: S&P is Standard & Poors. PMI refers to Purchasing Manufacturing Index. Please view our full disclaimer here: www.nwm.com/disclaimer.
The winner of next month’s US election will determine a lot – specifically in the country’s future trade and foreign policies. In our latest podcast, we dive into both multilateralism vs. unilateralism and what we can expect under either administration.
With the economic rebound underway but so much still in flux, what is the latest outlook for global growth? And what is “fiscal yin-yang”? Co-Heads of Global Economics Michelle Girard and Ross Walker outline our key global calls.
Recorded 8 October, 2020. View disclaimer here www.nwm.com/disclaimer.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets.
This was recorded on October12, 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
In a world that’s rapidly trying to go green, our Rates strategists takes a look at the role of the European Central Bank (ECB) in furthering green finance in Europe.
Note: ECB is the European Central Bank. This was recorded on October 5th 2020. Please view our full disclaimer here: www.nwm.com/disclaimer
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets.
Global Desk Strategy Head Jim McCormick gives his latest views on developments in financial markets and the global economy.
This was recorded on October 5th 2020. Please view our full disclaimer here: www.nwm.com/disclaimer.
As the US reels from the loss of Ruth Bader Ginsberg, Trump nominates conservative Amy Coney Barrett to the Supreme Court. How will this decision impact the election? And will it impact the election at all? In our latest podcast, we discuss the significance of this Supreme Court decision and more ahead of the first presidential debate.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets. Recorded on September 28th 2020.
Note: EM refers to emerging markets. View disclaimer here www.nwm.com/disclaimer.
In the latest edition of our US Election Watch podcast, our strategists dive into the possibility of a delayed decision on election day.
With Brexit updates back on financial markets’ radar screen and risks of ‘no deal’ rising, join our economists and FX specialists for a discussion of the latest developments and Brexit updates. Get our disclaimer here: www.nwm.com/disclaimer.
In a year full of change and volatility, we cut through the noise to provide you with the latest news and analysis from the financial markets. Recorded on September 21st 2020.
Note: FX refers to Foreign Exchange. View disclaimer here www.nwm.com/disclaimer.
Global Desk Strategy Head Jim McCormick helps you cut through the noise with his a quick-take on the trends to watch in global financial markets. Recorded on September 14th 2020.
Note: FX refers to Foreign Exchange. View disclaimer here www.nwm.com/disclaimer.