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.
Episodes
108 episodes
A busy, busy week for the dollar
Listen to host Brian Daingerfield and guest Ian Vanderhorn discuss recent developments in foreign exchange markets, focusing on the strengthening of the dollar due to trade deals, the Federal Reserve's stance on interest rates, and the contrast...
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19:52
What next for Japan, and central bank updates
In this episode, host Eimear Daly is joined by Brain Daingerfield and Paul Robson to discuss the significant impact of Japan's upper house elections on FX markets, the implications for fiscal policy, and the potential for changes in leadership....
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20:47
Labour, inflation, and tariffs – oh my
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 E...
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26:35
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...
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15:51
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 d...
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20:59
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 di...
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13:42
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 decis...
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12:51
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...
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15:41
How vulnerable are FX markets to tariff whiplash?
This week Eimear Daly, Brian Daingerfield, and Paul Robson discuss the current state of global markets, focusing on US trade re-escalation and de-escalation – and the impact on global FX markets. Remember to hit subscribe so you ca...
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16:26
Dollar weakness and cautiously bullish emerging markets
In this episode, Brian Daingerfield and Eimear Daley discuss the current state of the dollar, emerging markets, and the implications of recent US trade policies. They analyse the impact of the recent tax bill in the US and the political landsca...
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16:38
De-escalations in trade, but re-escalations in inflation?
This week Brian Daingerfield and Paul Robson discuss the current state of global markets, focusing on unexpected strength in the UK economy and the impact of recent US trade de-escalation on the dollar. But what challenges lie ahead for growth ...
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20:21
Dollar, sterling and the UK-US trade agreement
This week Brian Daingerfield and Paul Robson discuss the latest developments in foreign exchange markets, focusing on the Bank of England's recent decisions, the implications of the UK-US trade agreement, and the Fed's cautious stance. They ana...
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21:39
Mark for markets
This week, Brian Daingerfield and Ian Vanderhorn discuss the recent Canadian election results, which saw former central banker Mark Carney elected as prime minister. They analyse the continuity of the new coalition government, the challenges po...
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15:15
The challenge for dollar exceptionalism
In this episode Brian Daingerfield and Paul Robson discuss the current state of foreign exchange markets, focusing on the volatility of the US dollar, the dynamics of European currencies, and the implications of FX reserve diversification. They...
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23:50
The market reacts to tariffs, but where to from here?
In this crossover episode of Bondcast and Currency Exchange, Imogen Bachra is joined by Brian Daingerfield and Oriane Parmentier to discuss all things tariffs, and the political situation in France. It's not just markets that are surrounded by ...
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26:17
US tariffs, the UK Spring Statement and what's next for sterling
In this episode, Eimear Daly and Paul Robson discuss recent US auto tariff announcements and their muted market reaction and the implications of the UK Spring Statement on fiscal policy. Against this backdrop and inflation data, how will the Ba...
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16:44
Waits and measures
In this episode, Eimear Daly and Brian Daingerfield discuss the recent Federal Reserve meeting, focusing on updated economic projections and the implications for interest rates. They also explore the distinction between soft and hard data in th...
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21:36
A hard look at euro-dollar
In this episode Brian Daingerfield and Paul Robson discuss the current dynamics of the foreign exchange markets, focusing on the influence of US politics on euro-dollar rates. They explore the drivers behind the recent movements in currency val...
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26:15
A game-changer for Europe
In this episode of the Currency Exchange, Eimear Daly and Giovanni Zanni discuss significant developments in European defence spending and the implications for the economy and financial markets. They also analyse the European Central Bank's dec...
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15:11
Riding the market rollercoaster
In this week's episode, we dive into the fast-moving world of currency markets with a special focus on the latest developments in US trade policy. Host Eimear Daly is joined by US FX and rates strategist, Ian Vanderhorn, to break down the poten...
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15:03
What Europe's defence spend means for markets
In this episode, Eimear Daly and Paul Robson discuss the significant implications of the Trump presidency on European security. They explore the potential shifts in defence spending, and what it may mean for the EUR and regional European curren...
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15:57
Positives for the UK economy, but risks remain
In this episode of Currency Exchange, host Brian Daingerfield and Paul Robson discuss the latest developments in foreign exchange markets, focusing on the Bank of England's monetary policy stance, recent UK economic data, US tariff risks, and t...
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18:04
Mann in the middle?
In a week when the Monetary Policy Committee's arch hawk Catherine Mann turned most dovish, Brian Daingerfield and Paul Robson find themselves with much to analyse. Aside from the Bank of England's decision to cut rates, they also cover Trumpia...
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25:16