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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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The Currency Exchange - An FX Podcast by NatWest

UK political uncertainty and geopolitical developments

May 15, 2026 • NatWest Corporates and Institutions

0:00 | 18:56

In this episode, Eimear Daly, Paul Robson and Brian Daingerfield discuss the political and macroeconomic themes currently shaping FX markets, including:

* Rising UK political uncertainty and implications for sterling

* Why markets may be underestimating UK fiscal risks

* Japan’s FX intervention strategy and US reaction

* Structural challenges facing the Japanese yen

* Key takeaways from the Trump–Xi summit in Beijing

* The geopolitical implications for currencies and global markets

This episode was recorded on 14 May 2026.

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