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.
The Currency Exchange - An FX Podcast by NatWest
Labour, inflation, and tariffs – oh my
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NatWest Corporates and Institutions
Brian Daingerfield and Paul Robson dig into the latest US and UK data prints and discuss how labour and inflation trends are affecting their views on the GBP and USD outlook.
They look ahead to what we might expect from the forthcoming European Central Bank meeting – and the potential impact on the outlook for EURUSD. And they consider the impact of recent shifts in US trade policy on markets more broadly, and the market whiplash around media reports about Fed Chair Powell’s fate.
NB. This episode was recorded on 17 July 2025.
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