FX Talk - an Ebury podcast
The euro goes up, the dollar goes down, and China devalues the yuan. But what's behind these currency fluctuations? This forex podcast is all about the global currency market. Our three financial market analysts, who are also top Bloomberg forecasters, discuss macro-economic news and its effect on the global financial market - providing you with insights to make informed decisions. *The information contained in this podcast does not constitute a recommendation from any Ebury entity to the recipient.
Episodes
98 episodes
2024 in FX: A Year in Review
2024 has been another highly eventful year in financial markets. Political developments have dominated the headlines following the collapse of governments in Germany and France, and election wins for Donald Trump and Keir Starmer’s Labour Party...
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Season 5
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Episode 24
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20:46
French political turmoil and its impact on ECB policy
The main theme in currency markets since the US election has continued to be broad dollar strength. The greenback has rallied against most major and emerging market currencies in the past month, as investors brace for higher US inflation, a haw...
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Season 5
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Episode 23
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18:08
Trump wins historic US election: What it means for FX
Donald Trump has once again outperformed the polls and romped home to a comfortable victory in the US presidential election. Markets were bracing for a knife-edge vote but, in reality, it was anything but, with Trump set to win in all seven bat...
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Season 5
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Episode 22
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22:19
A US election special: How could the vote impact FX?
November’s US presidential election is shaping up to be a highly important risk event for financial markets. Former president Trump has opened up a narrow lead in the latest opinion surveys, although most prediction models suggest that the outc...
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Season 5
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Episode 21
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22:32
How rising Middle East tensions could impact currency markets
The dollar has roared higher against most currencies since our last episode amid a confluence of supportive factors. Heightened tensions in the Middle East have fuelled safe-haven flows, while triggering a move higher in oil prices. US macroeco...
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Season 5
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Episode 20
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20:51
Fed stuns markets with bumper 50 basis point rate cut
The Federal Reserve surprised markets last week, delivering a jumbo 50 basis point rate cut. Yet, the bank’s famous ‘dot plot’ of interest rate projections was moderately more hawkish than expected, which limited the downside in the US dollar. ...
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Season 5
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Episode 19
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23:33
Dollar struggles amid US economic slowdown fears
The dollar has had a wretched summer thus far, as investors fret over the possibility of a US recession amid signs of a cooling in the country’s labour market. In this week’s FX Talk episode, our analysts outline whether these economic slowdown...
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Season 5
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Episode 18
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24:35
Bank of England cuts rates, but what does this mean for sterling?
The Bank of England slashed its policy rate by 25 basis points for the first time since 2020 on Thursday in a narrow 5-4 vote. While this was not fully priced in by markets, the bank’s statement struck a cautious note on future cuts, warning th...
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Season 5
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Episode 17
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21:22
What Trump assassination attempt means for US election and the dollar
The last few weeks have been action packed in financial markets. Political news has been front and centre following elections in the UK and France, and the shocking assassination attempt on Donald Trump over the weekend. While the dollar receiv...
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Season 5
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Episode 16
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24:45
French election uncertainty grips currency markets
Activity in the FX market since our last episode has been largely dominated by political jitters, with both France and Britain to go to the polls in crucial elections in the coming weeks. While the UK general election appears a foregone conclus...
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Season 5
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Episode 15
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25:50
The year of elections - What this means for the currency market
2024 looks set to go down in the history books as one of the most significant years in global politics in modern times, with almost half of the world’s population to take to the polls in some capacity. A historic rematch between current US Pres...
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Season 5
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Episode 14
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20:20
The FX ramifications of a wider Middle East war
The FX market has been sparked back into life in the past fortnight. A bout of strong data out of the US economy, notably the March inflation and nonfarm payrolls reports, has led markets to push back their timetable for Federal Reserve interes...
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Season 5
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Episode 13
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23:21
When will the Bank of England cut UK interest rates?
March was an extraordinarily busy month in the foreign exchange market, with a host of major central bank announcements creating an interesting trading environment. The Bank of Japan and Swiss National Bank both surprised investors, with the fo...
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Season 5
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Episode 12
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19:38
Exploring the dollar's decline and busy week of central bank decisions
The big talking point in the FX market in the past couple of weeks has been the sell-off in the US dollar, which has lost ground against almost every currency globally. FOMC chair Powell has hinted that a first US rate cut may be close, and mar...
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Season 5
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Episode 11
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22:48
US convergence with Europe raises doubts over dollar strength
In this week’s episode, our analysts discuss the latest business activity PMI numbers out of the G3 economies, which seem to be pointing to a convergence in economic performance between the US and its major peers. Matt, Enrique and Roman also g...
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Season 5
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Episode 10
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20:14
UK follows Japan into recession
The UK economy crashed into a technical recession in the second half of 2023, after Britain’s GDP contracted for the second straight quarter in Q4. While this was no big surprise to investors, the magnitude of the downturn was more severe than ...
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Season 5
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Episode 9
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24:45
FX 101: Jargon Busting - FX terminology made easy
Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you...
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7:35
Will the UK manage to avert a recession?
In this week's episode, we delve into key economic data releases and major central bank meetings that lie ahead. Recently, the USD has demonstrated notable strength, rallying across all G10 currencies. The driving force behind this surge? Marke...
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Season 5
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Episode 8
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21:53
FX 101: FX market structure and the role of liquidity providers
Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you...
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7:48
What to expect in the FX market in 2024
In this week's episode, our analysts turn their attention to the year ahead, and give their thoughts on what to expect in the FX market in the coming twelve months. What will be the most important themes in markets this year, and how could cent...
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Season 5
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Episode 7
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23:05
Fed's bold pivot sets the stage for 2024
In this episode, we delve into the aftermath of the Federal Reserve's unexpectedly dovish shift following its December policy meeting. FOMC Chair Powell said the ‘progress’ had been made on inflation, while noting that discussions were already ...
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Season 5
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Episode 6
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23:47
Falling inflation spells end to central bank rate hikes
We unpack the recent inflation developments, focusing on the disappointing October US and UK CPI reports. These both fell short of market expectations, leading to no shortage of volatility in markets. US headline inflation dropped sharply to 3....
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Season 5
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Episode 5
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20:12
FX 101: A brief history of currencies
Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you...
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10:50
Fed, BoE and Scandi FX with Ebury’s Head of Nordics
We have a special guest in this episode of FX Talk, Ebury's Head of Nordics, Carl Lindh, as we debate the outlook for the main currencies in Scandinavia. Before we get into that, we discuss the fallout from the latest major central bank meeting...
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Season 5
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Episode 4
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22:03
Middle East tensions fuel safe-haven rush
The ongoing conflict between Israel and Palestine has taken centre stage, with a focus on the recent Hamas attacks and the Israeli military's retaliatory actions.Meanwhile, financial markets remain fixated on economic data and central b...
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Season 5
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Episode 3
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21:19