Fireworks for 4 July, but are markets celebrating?
This week, Eimear Daly and Kevin Cummins discuss the latest US labor market report, which revealed a surprising increase in job growth. They analyse the implications of the report for the Federal Reserve's monetary policy, particularly in light of inflation concerns and market reactions. The conversation also touches on the performance of the government sector and the outlook for emerging market currencies.Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.NB. This episode was recorded on 3 July 2025.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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Middle East tensions ease, with mixed fortunes for dollar and sterling
In this episode, host Brian Daingerfield and guest Paul Robson discuss the recent developments in the Middle East and their impact on foreign exchange markets, particularly the dollar's safe haven status. They delve into the Federal Reserve's differing views on interest rates and the implications for the dollar, and cover the performance of sterling amid global economic changes and the fiscal risks facing both the UK and US.Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 26 June 2025For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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Interest rate holds and global uncertainty
This week Joann Spadigam is joined by Paul Robson in a Bondcast/Currency Exchange crossover to talk about interest rate holds in the UK and US. Were there any clues about the nature of future decisions? Away from the central banks, they also discuss the impact of military tensions on market sentiment. Remember to like and subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 19 June 2025.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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Where next for the Bank of England?
This week, Eimear Daly and Paul Robson discuss recent UK economic data, its implications for the Bank of England, and the outlook for sterling. They delve into the labour market's performance and the significance of upcoming interest rate decisions. They also talk about the potential impact of political risks in emerging markets, particularly in Europe.Remember to hit like and subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 12 June 2025.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
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Policy and politics at play in major currencies
In this episode of Currency Exchange, Brian Daingerfield and Paul Robson discuss the current state of foreign exchange markets, focusing on the influence of the US dollar, recent decisions by the European Central Bank (ECB), and the fortunes of sterling. They also analyse economic data, tariff impacts, and the outlook for central bank policies.Remember to hit like and subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 5 June 2025.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
About The Currency Exchange - An FX Podcast by NatWest
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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