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
92 episodes since 2020
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...
September 05, 2024
•
Season 5
•
Episode 18
•
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...
August 02, 2024
•
Season 5
•
Episode 17
•
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...
July 18, 2024
•
Season 5
•
Episode 16
•
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...
June 19, 2024
•
Season 5
•
Episode 15
•
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...
April 29, 2024
•
Season 5
•
Episode 14
•
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...
April 18, 2024
•
Season 5
•
Episode 13
•
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...
April 05, 2024
•
Season 5
•
Episode 12
•
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...
March 14, 2024
•
Season 5
•
Episode 11
•
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...
February 29, 2024
•
Season 5
•
Episode 10
•
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 ...
February 16, 2024
•
Season 5
•
Episode 9
•
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...
February 07, 2024
•
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...
January 29, 2024
•
Season 5
•
Episode 8
•
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...
January 16, 2024
•
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...
January 08, 2024
•
Season 5
•
Episode 7
•
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 ...
December 21, 2023
•
Season 5
•
Episode 6
•
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....
November 22, 2023
•
Season 5
•
Episode 5
•
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...
November 17, 2023
•
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...
November 08, 2023
•
Season 5
•
Episode 4
•
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...
October 18, 2023
•
Season 5
•
Episode 3
•
21:19
US dollar reigns supreme: Is the market getting carried away?
September was a very busy month in the FX market, dominated by a host of major central bank meetings. Events kicked off with the ECB, which delivered a ‘dovish hike’, whereby it raised rates, but suggested that there was minimal appetite to hik...
October 05, 2023
•
Season 5
•
Episode 2
•
18:31
Turbulence in China: How EM currencies are feeling the heat
In recent weeks, the USD has performed well largely due to safe-haven flows, which came about because of investors' concerns about economic slowdown in China. The slowdown is being evidenced by disappointing data like GDP, PMI, retail sal...
August 30, 2023
•
Season 5
•
Episode 1
•
23:02
FX 101: Understanding Exchange Rate Regimes
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...
August 22, 2023
•
9:06
Central banks turn dovish: Are rate hikes at an end?
August is typically a quiet month in the financial markets as investors often take a break, seeking sunnier climates elsewhere. In consequence, volatility can be relatively low, and currency trades tend to be narrower due to the lack of substan...
August 08, 2023
•
Season 4
•
Episode 20
•
28:18
Dollar in distress: US inflation miss shakes markets
The past fortnight has been eventful with high volatility observed in both Emerging Markets (EM) and major currencies. The significant development was a sharp decline in the US Dollar (USD). Indeed, the USD Index reported one of the largest wee...
July 19, 2023
•
Season 4
•
Episode 19
•
23:48
FX 101: What is GDP, and how is it calculated?
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...
July 12, 2023
•
8:32