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Podcast Episode

Interest Rates & Inflation: What’s Next?

Credit Matters by IGM··2 August 2026·1h 1m

About this episode

In the latest episode of "Credit Matters", Shankar Ramakrishnan and Bruce Clark are joined by Marcus Dewsnap (Head of Fixed Income Strategy, IGM) to discuss how the on-and-off Iran conflict and oil-price moves are driving interest-rate expectations and government bond yields across the U.S., UK, and Eurozone. They review how yields started the year with a disinflationary tone, then repriced amid Gulf tensions, and why markets view recent oil spikes as contained. Get in touch: For more information about how IGM's solutions can support your business, visit our website or contact us: https://informaconnect.com/igm/Follow us: Keep up to date with all the latest from IGM by following us on LinkedIn: https://www.linkedin.com/company/informa-global-markets