Fireworks for 4 July, but are markets celebrating? Artwork

The Currency Exchange - An FX Podcast by NatWest

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The Currency Exchange - An FX Podcast by NatWest

Fireworks for 4 July, but are markets celebrating?

July 04, 2025 • NatWest Corporates and Institutions

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.

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NB. This episode was recorded on 3 July 2025.

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