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AIB Market Talk
AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
Episodes
309 episodes
From Slump to Surge? The Construction Sector’s Big Question
Join host Jason Rehill from the AIB Treasury Services team, alongside AIB Senior Economist John Fahey, and special guest Pat O’Sullivan, Head of AIB Real Estate Finance Research, as they discuss the final Construction PMI survey reports for 202...
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17:17
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Back in Business: Irish Manufacturing & Services on the Rise
Join host Jonathan Weir from AIB Treasury and AIB Chief Economist Dave McNamara for the latest PMIs edition of AIB Market Talk. In this episode, they delve into the November AIB Ireland Manufacturing and Services PMI data, exploring:
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Season 12
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Episode 27
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12:03
AI has rapidly reshaped markets, is the economy next? - A Special Episode on the Economic Outlook Report
Join host Cormac Cunnane from the AIB Treasury team and AIB Chief Economist David McNamara as they break down the latest Economic Outlook report:Ireland’s growth forecast is revised up, with strong domestic demand and resilient mult...
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Season 12
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Episode 26
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11:58
Dovish or Not? Central Banks Set the Tone for Year-End
In this episode of AIB Market Talk, host Joanne McCabe from AIB’s Customer Treasury Services team is joined by Senior Economist John Fahey to unpack the latest developments in global financial markets.Tune in as they discuss:...
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Season 12
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Episode 25
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20:02
Ireland’s Services Surge as Manufacturing Stalls
Join host Sarah McGinley from AIB Treasury and AIB Chief Economist David McNamara for the latest PMIs edition of AIB Market Talk. In this episode, they unpack the latest AIB Ireland Manufacturing and Services PMI data for October, exploring:
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Season 12
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Episode 24
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7:55
Navigating Volatility: What’s Driving FX and Central Banks this Autumn?
Join host Mark McKevitt from AIB’s Customer Treasury Team and AIB Senior Economist John Fahey for the October Market Moves edition of AIB Market Talk. In this episode, they break down the latest developments in the financial markets, including:...
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Season 12
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Episode 23
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12:31
Resilience in Focus for Irish PMIs
Join Joanne McCabe and Chief Economist David McNamara as they break down the latest AIB Irish Manufacturing and Services PMI data. The pair discuss key trends in sector growth, export dynamics, employment shifts, and the impact of global events...
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Season 12
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Episode 22
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14:29
Central Banks in Focus: ECB Holds, Fed Cuts
As global markets brace for pivotal central bank decisions, this episode dives into the upcoming Federal Reserve meeting, where a potential rate cut could signal a shift in U.S. monetary policy. Meanwhile, the European Central Bank holds steady...
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Season 12
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Episode 21
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22:30
From Surge to Slowdown
AIB’S Chief Economist David McNamara and AIB Treasury’s Jason Rehill review the August Irish PMI surveys, discussing strong growth for the manufacturing sector with employment continuing to increase and trade to the US surging. There’s a review...
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Season 12
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Episode 20
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11:03
Is the US Economy Running out of Steam?
In this week’s Market Talk podcast, AIB’s Senior Economist, John Fahey, and AIB Treasury’s Jane Kavanagh, discuss volatility in the financial markets. They also review central bank activity, considering the outlook for interest rates for the se...
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Season 12
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Episode 19
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24:21
Tariff Talk & Markets Move
AIB’s Chief Economist, David McNamara, and AIB Treasury’s Sarah McGinley review the latest Manufacturing and Services PMI surveys. They show the manufacturing sector grew in July, with pharma exports on the increase. While the services sector s...
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Season 12
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Episode 18
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16:23
Dollar Regaining Momentum
AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt discuss the current finance markets, the future impact of tariffs, the recent changes in sterling with Bank of England rate cuts, and central bank rates with no changes in the E...
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Season 12
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Episode 17
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21:05
Subdued end to H1 for construction sector, but optimism remains on outlook
AIB's Senior Economist John Fahey, Head of Real Estate Finance Research Pat O’Sullivan and AIB Treasury’s Jason Rehill discuss the June PMI construction survey report, featuring commercial activity growth and a loss of momentum in residential a...
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Season 12
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Episode 16
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14:54
Domestic activity supporting manufacturing growth
AIB’s Senior Economist John Fahey and AIB Treasury’s Cormac Cunnane discuss what is driving growth, the manufacturing sector supporting the increase in employment, the loss of momentum in the Irish services sector and the increase of momentum i...
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Season 12
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Episode 15
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8:33
Dollar taking any chance it can
On the latest the latest AIB Market Talk AIB Senior Economist John Fahey and AIB’s Treasury Jane Kavanagh discuss topics including volatility in the finance markets, the upcoming central bank meetings, the US Economy outlook, new tariff policie...
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Season 12
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Episode 13
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20:27
Index Suggests Strong Growth
The latest AIB Market Talk is here, featuring an in depth look at the latest AIB Ireland PMI reports. In manufacturing, there’s been a strong upturn in production, while in the services sector, prices continue to increase at a strong pace and t...
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Season 12
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Episode 12
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13:32
Special episode AIB’s Irish Macro-Economic Outlook
AIB’s Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest macro-economic outlook for the Irish economy, resilience in the consumer and labour market outlooks and geopolitical risks to growth. Read the full economi...
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Season 12
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Episode 11
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12:41
Volatility eases but is not forgotten
AIB’s Senior Economist John Fahey and AIB Treasury’s Ed Wilson discuss the latest on interest rates, central bank positions and the waiting game for implications of trades tensions on the global economy.
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Season 12
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Episode 10
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21:38
Service Sector Slowdowns
AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports including the slowing service sector, weakening services economic outlook, rising input cost inflation and economic impacts of int...
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Season 12
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Episode 9
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13:38
Tariffs, Trade & Market Volatility
AIB’s Chief Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest news on tariffs, impacts on global trade and economies and key upcoming information releases to keep an eye on.
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Season 12
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Episode 8
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20:39
Irish PMIs signal strength in the face of tariffs
AIB’s Chief Economist David McNamara and AIB Treasury’s Jason Rehill discuss the latest AIB Ireland PMI reports including the positive picture for manufacturing despite looming threats, very strong growth in services, the market reactions follo...
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Season 12
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Episode 7
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14:27
Positive Eurozone News and Uncertainty with the Dollar
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest global market updates including:Interest rate expectations from Central Banks Tariff and trade policy impacts on the Dollar...
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Season 12
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Episode 6
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23:32
Encouraging Growth in Spring
AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports, the outlook for the Irish manufacturing and services sectors and the impacts of Storm Éowyn on the Irish economy.
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Season 12
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Episode 5
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12:27
A flurry of activity in global markets
AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt break down the trade and tariff policy activity from the past few weeks and take a look at interest rate expectations from Central Banks and movements in currency pairs in the l...
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Season 12
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Episode 4
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11:28