The Currency Exchange - An FX Podcast by NatWest

Dec 06 2024 80 ep. 16 mins 9
The Currency Exchange - An FX Podcast by NatWest artwork

Keep up to date with the latest in FX markets with The Currency Exchange podcast. Each week, the NatWest Markets team of FX strategists – Eimear Daly, Brian Daingerfield, and Paul Robson – help investment professionals and corporate treasurers get to grips with the biggest themes & events moving global currency markets. Check back here regularly for new episodes and subscribe to The Currency Exchange wherever you get your podcasts so you can listen to our latest episodes as soon as they’re available.

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Political turmoil in France, but market calm in the wake

Dec 06 2024 8 mins  
This week Eimear Daly is joined by Giovanni Zanni to dissect the French political crisis, following Prime Minister Michel Barnier's departure. They ask what has happened, and why, plus what next for the country and Europe more widely – and how markets have bought the rumour, and sold the fact. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the lates

The Year Ahead 2025: A closer look at sterling and the US dollar in 2025

Nov 29 2024 16 mins  
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 cur

US election special: what the Trump victory means for markets (8 November '24)

Nov 08 2024 32 mins  
This week it’s a podcast crossover, as Imogen Bachra and Brian Daingerfield deliver a Bondcast-meets-Currency Exchange special. High on the agenda is what the magnitude of Donald Trump’s election victory means for currencies and policy rate decisions, both in the near and long-term, as the US faces tax cuts and importers look set for tariffs. Away from the polls, both the Fed a

Is fiscal policy moving the needle?

Oct 25 2024 24 mins  
This week Brian Daingerfield and Paul Robson discuss what uncertainty in both the UK and US means for FX, ahead of some key dates. Looking to the UK Budget, it appears as though borrowing needs will require accommodative monetary policy, potentially affecting Sterling. The US presidential election also looms and can developments in betting markets be trusted? Remember to hit ‘sub

What's been happening in emerging markets? (18 October '24)

Oct 18 2024 13 mins  
This week Eimear Daly is joined by Alvaro Vivanco to discuss moves in emerging market currencies. They ask how the macro environment is affecting matters, analyse why some currencies have underperformed and find that many market participants are adopting a wait-and-see approach. They also look at how the outcome of the US elections may affect Poland, especially in relation to the w

Edging closer to the US elections (10 October 2024)

Oct 11 2024 11 mins  
With less than 25 days to go until the US presidential elections, Eimear Daly is joined by Brian Daingerfield to discuss how the outcome may affect the fortunes of the dollar, as well as the US economy. Given the continuity of Democratic policy courtesy of the incumbent, it looks like markets are pricing in, and pricing out, a Trump victory. But does this extend to potential Republ

Middle East special

Oct 04 2024 18 mins  
Amid the concerning escalation of attacks and reprisals in the Middle East, Paul Robson is joined by special guest and International Advisor Scott Livingstone to talk about geopolitics in the region and beyond. They discuss the speed at which tensions are rising, the escalation with Iran and how markets may be affected. Beyond the Middle East, they discuss how the US presidential r

A cut, a hold and what they mean for sterling and the US dollar

Sep 20 2024 17 mins  
This week markets on both sides of the Atlantic were subject to diverging decisions towards monetary policy. Join Brian Daingerfield and Paul Robson as they analyse the Fed's decision to cut rates by 50 basis points in the US, and the Bank of England's decision to keep things unchanged for the UK. In the longer run, might this difference lead to some relative strength for sterling?

Don't panic and mostly harmless...

Sep 13 2024 2 mins  
...such is Paul Robson's assessment of the UK economy and the prospects for sterling. This week he and Brian Daingerfield also discuss rate cutting developments with the euro and latest news in the US presidential election race. NB: This was recorded on 12 September 2024.For any terms used please refer to our glossary: https://www.natwest.com/corporates/insights/markets/glossary.ht

Can Harris surf the political wave? (06 September '24)

Sep 06 2024 14 mins  
Returning from the August break, the Currency Exchange team ask how the US election race is affecting markets. This week Eimear Daly is joined by Brian Daingerfield to discuss the early days of Kamala Harris’ bid for White House glory, and whether she can continue the political momentum in three swing states. They also examine (lament, even) the prospects for US jobs data, the ex