The Currency Exchange - An FX Podcast by NatWest

NatWest Corporates and Institutions

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.

  1. قبل ٣ أيام

    What Japan's elections mean for the yen

    In this episode of Currency Exchange, Brian Daingerfield and Ian Vanderhorn discuss the recent LDP leadership election in Japan, its impact on the yen, and the implications for fiscal and monetary policy. They also explore the potential coalition dynamics and the Bank of Japan's decision-making process amid political uncertainty. This episode was recorded on 9 October 2025, and captions are automatically generated. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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  2. ١٩ سبتمبر

    Policy meets expectations, but long-term questions linger

    This week host Eimear Daly is joined by Brian Daingerfield and Paul Robson to discuss the major themes affecting currency markets. They focus on the Federal Reserve's recent interest rate decision and the Bank of England's interest rate hold. They analyse the implications of these decisions on the dollar and sterling, the impact of economic data on market expectations, and the significance of dollar hedging of international assets and interest rate differentials. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 18 September 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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  3. ١٢ سبتمبر

    What to expect from a more dovish Fed

    In this episode of Currency Exchange, host Brian Daingerfield and Ian Vanderhorn discuss the current state of the US dollar and the Federal Reserve's expectations for interest rate cuts. They highlight the implications of recent labour market data and inflation readings, as well as the legal back-and-forth surrounding President Trump’s tariff moves.  Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. NB. This episode was recorded on 11 September 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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  4. ٥ سبتمبر

    Sterling moves and updates from Europe

    The Currency Exchange returns from the summer break, with host Eimear Daly and guest Paul Robson discussing recent dynamics in currency markets. They focus on the sensitivity of sterling to fiscal developments, the outlook for the UK economy, and the implications of political risks in France on the euro. They also analyse Poland's recent interest rate decisions and the potential for its currency to track emerging market peers. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 4 September 2025, and captions are automatically generated.  For any terms used please refer to our glossary: https://www.natwest.com/corporates/insights /markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaim er.html

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  5. ١ أغسطس

    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 contrasting approaches of central banks like the Bank of Canada. They also analyse the implications of the quarterly refunding announcement by the Treasury and its impact on interest rate dynamics. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. NB. This episode was recorded on 31 July 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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  6. ٢٥ يوليو

    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. They also explore the Federal Reserve's upcoming policy decision, the European Central Bank's recent hold, and the outlook for the Bank of England and sterling. The conversation highlights the interconnectedness of global monetary policies and their effects on currency markets. Remember to subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. This episode was recorded on 24 July 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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  7. ١٨ يوليو

    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 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. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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  8. ٤ يوليو

    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 of inflation concerns and market reactions. The conversation also touches on the performance of the government sector and the outlook for emerging market currencies. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy. NB. This episode was recorded on 3 July 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html

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مشاهدة الكل (١١٢)

حول

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.

المعلومات

  • صناع العمل
    NatWest Corporates and Institutions
  • سنوات النشاط
    ٢٠٢٣ - ٢٠٢٥
  • الحلقات
    ١١٢
  • التقييم
    ملائم
  • حقوق النشر
    © 2025 The Currency Exchange - An FX Podcast by NatWest
  • موقع البرنامج على الويب
    The Currency Exchange - An FX Podcast by NatWest

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