The Currency Exchange - An FX Podcast by NatWest

NatWest Corporates and Institutions
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.

  1. 13 DEC

    The three kings of central banking: ECB, Fed and BoE

    This week host Tokunbo Lawal is joined by Ian Vanderhorn and Kevin Cummins to discuss the fortunes of the both the US and Canadian dollars. In the US, recent data suggests that the currency may have to contend with a Fed cutting rate that is slower than had been anticipated. While in Canada, the central bank's stance is that because interest rates are still in restrictive policy, there is some headroom to ease the effects of potential tariff increases under Trump. But what will all of this me...

    18 min

  2. 6 DEC

    Political turmoil in France, but market calm in the wake

    This week Eimear Daly is joined by Giovanni Zanni to dissect the French political crisis, following Prime Minister Michel Barnier's departure. They ask what has happened, and why, plus what next for the country and Europe more widely – and how markets have bought the rumour, and sold the fact. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available. This episode was recorded on 5 December 2024. ...

    9 min

  3. 29 NOV

    The Year Ahead 2025: A closer look at sterling and the US dollar in 2025

    In this special edition of The Currency Exchange, host Brian Daingerfield is joined by Paul Robson for a closer look at sterling and the US dollar as we head into 2025.Where 2024 was characterised by political change, markets will examine the follow-on in 2025 – what higher fiscal commitments may do to inflation targets, bank rates and, ultimately, the relative performance of currencies. In the US, that means contending with Trump 2.0, while in the UK unprecedented fiscal commitments may help...

    17 min

  4. 8 NOV

    US election special: what the Trump victory means for markets (8 November '24)

    This week it’s a podcast crossover, as Imogen Bachra and Brian Daingerfield deliver a Bondcast-meets-Currency Exchange special. High on the agenda is what the magnitude of Donald Trump’s election victory means for currencies and policy rate decisions, both in the near and long-term, as the US faces tax cuts and importers look set for tariffs. Away from the polls, both the Fed and the Bank of England cut rates this week by 25 basis points. To what extent were they both doing so with revised ou...

    32 min

  5. 25 OCT

    Is fiscal policy moving the needle?

    This week Brian Daingerfield and Paul Robson discuss what uncertainty in both the UK and US means for FX, ahead of some key dates. Looking to the UK Budget, it appears as though borrowing needs will require accommodative monetary policy, potentially affecting Sterling. The US presidential election also looms and can developments in betting markets be trusted? Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re a...

    24 min

  6. 18 OCT

    What's been happening in emerging markets? (18 October '24)

    This week Eimear Daly is joined by Alvaro Vivanco to discuss moves in emerging market currencies. They ask how the macro environment is affecting matters, analyse why some currencies have underperformed and find that many market participants are adopting a wait-and-see approach. They also look at how the outcome of the US elections may affect Poland, especially in relation to the war in Ukraine. Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of C...

    14 min

  7. 11 OCT

    Edging closer to the US elections (10 October 2024)

    With less than 25 days to go until the US presidential elections, Eimear Daly is joined by Brian Daingerfield to discuss how the outcome may affect the fortunes of the dollar, as well as the US economy. Given the continuity of Democratic policy courtesy of the incumbent, it looks like markets are pricing in, and pricing out, a Trump victory. But does this extend to potential Republican control of the White House, the Senate and the House?Remember to hit ‘subscribe’ or ‘follow’ so you can watc...

    12 min

  8. 4 OCT

    Middle East special

    Amid the concerning escalation of attacks and reprisals in the Middle East, Paul Robson is joined by special guest and International Advisor Scott Livingstone to talk about geopolitics in the region and beyond. They discuss the speed at which tensions are rising, the escalation with Iran and how markets may be affected. Beyond the Middle East, they discuss how the US presidential race may affect international relations and China's approach to foreign policy. Remember to hit ‘subscribe’ o...

    18 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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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