The Currency Exchange - An FX Podcast by NatWest

Divergence, doves and a G10 first

March 21, 2024 NatWest Corporates and Institutions
Divergence, doves and a G10 first
The Currency Exchange - An FX Podcast by NatWest
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The Currency Exchange - An FX Podcast by NatWest
Divergence, doves and a G10 first
Mar 21, 2024
NatWest Corporates and Institutions

This week's host Brian Daingerfield is joined by Paul Robson to focus on G10 currencies. In the UK, sterling weakened slightly thanks to dovish tones from the Bank of England while in the US, a bumpy road back to 2% inflation means market uncertainty over the dollar. Elsewhere, the Swiss National Bank became the first G10 central bank to cut rates, and may have to handle imported inflation and a weaker franc. Meanwhile, Japan's increase in rates may not be the beginning of a grand hiking cycle, and a weakened yen suggests markets agree. Lastly, they discuss Norway and Swedish currencies, where it's krona vs krone.  

Currency Exchange is away for Good Friday but will return on 5 April.    
  
Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available.  

NB: This was recorded on 21 March 2024. 
For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html 
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Please note that captions are automatically generated.

Show Notes

This week's host Brian Daingerfield is joined by Paul Robson to focus on G10 currencies. In the UK, sterling weakened slightly thanks to dovish tones from the Bank of England while in the US, a bumpy road back to 2% inflation means market uncertainty over the dollar. Elsewhere, the Swiss National Bank became the first G10 central bank to cut rates, and may have to handle imported inflation and a weaker franc. Meanwhile, Japan's increase in rates may not be the beginning of a grand hiking cycle, and a weakened yen suggests markets agree. Lastly, they discuss Norway and Swedish currencies, where it's krona vs krone.  

Currency Exchange is away for Good Friday but will return on 5 April.    
  
Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available.  

NB: This was recorded on 21 March 2024. 
For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html 
Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Please note that captions are automatically generated.