NatWest Corporates and Institutions

NatWest Corporates and Institutions

Need to keep up-to-date with the latest economic analysis and financial market news? Subscribe to our podcast today to receive our analysis and views every week. If you need to know more about the key themes impacting corporates, financial institutions and investors, our strategists offer their views on the latest trends. Subscribe today to get our latest economic analysis and financial market updates.

All Episodes

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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Nov 19

18 min 11 sec

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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Nov 19

16 min 57 sec

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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Nov 19

14 min 20 sec

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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Nov 19

12 min 45 sec

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. 

Nov 19

19 min 38 sec

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/Please view our full disclaimer here: https://ci.natwest.com/disclaimer 

Nov 18

5 min 39 sec

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.  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 4 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

Oct 27

13 min 34 sec

 | 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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Oct 26

22 min 30 sec

Oct 21

27 sec

Oct 21

27 sec

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.  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 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. 

Sep 30

9 min 3 sec

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 

Sep 29

24 min 7 sec

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. 

Sep 24

10 min 22 sec

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.

Sep 24

20 min 12 sec

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.

Sep 16

13 min 57 sec

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. 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 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. 

Sep 16

9 min 32 sec

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.

Sep 9

12 min 55 sec

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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Sep 9

7 min 40 sec

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.

Sep 8

16 min 51 sec

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.

Sep 8

14 min 57 sec

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.

Sep 8

20 min 44 sec

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.

Sep 8

15 min 20 sec

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 Please view our full disclaimer here: https://ci.natwest.com/disclaimer. 

Sep 3

10 min 57 sec

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...)Download our glossary of terms (https://ci.natwest.com/media/7207/nw-...)View our full disclaimer (https://bit.ly/3oHWWb2) 

Sep 2

26 min 40 sec

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.

Sep 2

19 min 10 sec

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. 

Aug 26

9 min 17 sec

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.

Aug 26

21 min 53 sec

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.

Aug 20

19 min 39 sec

 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. 

Aug 20

7 min 52 sec

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. 

Aug 12

9 min 11 sec

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.

Aug 12

26 min 34 sec

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.

Aug 5

18 min 31 sec

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. 

Aug 5

7 min 38 sec

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.

Aug 4

30 min 46 sec

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. 

Jul 30

20 min 51 sec

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. 

Jul 30

8 min 31 sec

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 SalesMarc Hinken, eFX TradingVisit our FX Hub (https://ci.natwest.com/insights/articles/?t=fx) 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

Jul 26

29 min 1 sec

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. 

Jul 23

19 min 21 sec

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. 

Jul 23

11 min 5 sec

 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.

Jul 20

21 min 29 sec

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. 

Jul 16

22 min 8 sec

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. 

Jul 16

9 min 6 sec

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/disclaimerGlossary of termsWe sometimes use a few acronyms in our videos, here’s a list of the key terms:BoE:       Bank of EnglandCBI:        Confederation of British IndustryCIPS:      Chartered Institute of Purchasing and SupplyCPI:        Consumer Price IndexCDU/CSU: Christlich-Demokratische Union/Christlich-Soziale UnionCRB        Commodity Research BureauECB:       European Central BankFX:          Foreign ExchangeFOMC:  Federal Open Market CommitteeGDP:      Gross Domestic ProductGFK:       Growth from Knowledge (consumer research)IFO:        Information and Forschung / Germany’s Institute for Economic ResearchILO:        International Labour Organisation IMF:       International Monetary FundISM:        Institute for Supply ManagementMHRA: Medicines and Healthcare products Regulatory AgencyMPC:     Monetary Policy CommitteeNAHB:   National Association of Home BuildersOBR       Office for Budget Responsibility OECD:   Organisation for Economic Co-operation and Development PEPP:    Pandemic Emergency Purchase ProgrammePIPS      Percentage in pointPMI:      Purchasing Managers’ IndexPNSB:    Public Net Sector BorrowingQE:         Quantitative easingRICS      Royal Institution of Chartered Surveyors VAT:      Value Added TaxWTO:     World Trade OrganisationZEW:      Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index

Jul 14

26 min 32 sec

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.

Jul 9

23 min 8 sec

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. 

Jul 9

7 min 1 sec

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. 

Jul 8

22 min 23 sec

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. 

Jul 2

9 min 37 sec

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. 

Jul 1

28 min 3 sec

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.

Jul 1

26 min 50 sec

Host:              Duncan Maccabe, UK Corporate Currencies Sales Presenters:   Neil ‘Parky’ Parker, FX Markets StrategistJames Newman, Institutional FX SalesWe use a few acronyms in our content, here’s a list of the key terms:BoE Bank of EnglandCBI Confederation of British IndustryCDU/CSU Christlich-Demokratische Union/Christlich-Soziale UnionCIPS Chartered Institute of Purchasing and SupplyCPI Consumer Price IndexECB European Central BankFOMC Federal Open Market CommitteeFX Foreign ExchangeGDP Gross Domestic ProductGFK Growth from Knowledge (consumer research)IFO Information and Forschung / Germany’s Institute for Economic ResearchILO International Labour Organisation IMF International Monetary FundISM Institute for Supply ManagementMHRA Medicines and Healthcare products Regulatory AgencyMPC Monetary Policy CommitteeNAHB National Association of Home BuildersOBR Office for Budget Responsibility OECD Organisation for Economic Co-operation and Development PEPP Pandemic Emergency Purchase ProgrammePIPS Percentage in pointPMI Purchasing Managers’ IndexPNSB Public Net Sector BorrowingRICS Royal Institution of Chartered Surveyors QE Quantitative EasingVAT Value Added TaxWTO World Trade OrganizationZEW Zentrum für Europäische Wirtschaftsforschung / Germany’s Sentiment Index

Jun 29

27 min 10 sec