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. 6 DAYS AGO

    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 decision to cut rates on Thursday, and explore what's next for the Euro and the US dollar. 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 m...

    15 min

  2. 28 FEB

    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 potential impact of Trump's shifting tariff policies, the implications for the Canadian dollar, and the broader global economic landscape. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get ...

    15 min

  3. 21 FEB

    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 currencies, as well as the consequences for regional government bond markets. They also delve into what this week's key UK data may mean for Bank of England policy rates and sterling, and take stock of US tariff-related headlines. Remember to hit subscribe s...

    16 min

  4. 14 FEB

    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 the broader political landscape in Europe. Remember to hit subscribe so you can listen to the latest episode 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 in 2025. ...

    18 min

  5. 7 FEB

    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 Trumpian tariffs, the US dollar and the Japanese yen. Remember to hit subscribe so you can listen to the latest episode 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 in 2...

    25 min

  6. 31 JAN

    Is politics at play in the US and Poland?

    In this episode, Eimear Daly and Brian Daingerfield discuss the recent Federal Reserve meeting, its implications for the currency markets, and the potential impact of tariff threats under the Trump administration. They also explore the political risks in emerging markets, particularly focusing on the upcoming presidential election in Poland and its potential effects on the Polish złoty. Remember to hit subscribe so you can listen to the latest episode in this series as soon...

    14 min

  7. 24 JAN

    Under starter’s orders

    Donald Trump made a running start to his second presidency by signing a record-breaking number of executive orders. This week Brian Daingerfield and Eimear Daly debrief on what Trumponomics 2.0 means for the dollar and emerging market currencies. Remember to hit subscribe so you can listen to the latest episode 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 in 2025. NB. This episode was reco...

    12 min

  8. 17 JAN

    A fistful of dollar questions (16 January 2025)

    Will markets applaud Donald Trump’s second act as president? The Fed has been handed some welcome news on both inflation and labour - accompanied by some dollar highs and hopes for rate cuts. As Eimear Daly and Brian Daingerfield discuss, however, markets remain skittish about Trump’s potential trade policies. So what next for the currency? Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead...

    14 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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