The Currency Exchange - An FX Podcast by NatWest NatWest Corporates and Institutions

Eimear Daly is joined by guests Brian Daingerfield and Paul Robson to discuss some of the recent developments in FX markets. Front of mind are the fortunes of the dollar after weaker than expected US economic data. But diverging monetary policy outlooks in Europe also demand attention as central banks try to conquer Table Mountain.

Remember to hit ‘follow’ so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024. 

NB: This was recorded on 30 November 2023. 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.htmlPlease note that captions are automatically generated.

With economic growth likely to slow and inflation likely to ease, global interest rate hiking is set to give way to cutting in 2024. But the speed and scope of that transition is set to differ across economies, creating challenges and opportunities in FX. Brian Daingerfield, Paul Robson, and Alvaro Vivanco discuss the outlook for G10 and emerging markets FX and break down some of the key themes affecting major currencies in the year ahead.

Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024. 

NB: This was recorded on 13 November 2023. 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.htmlPlease note that captions are automatically generated.

In the second episode dedicated to the US dollar, host Eimear Daly is again joined by Brian Daingerfield to examine recent events at the Fed and other influences over the currency. What should we make of the dollar's weakening and Fed Chairman Jerome Powell's recent remarks? Elsewhere, they discuss the Japanese yen and how its value is being affected by recent policy announcements.  

Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find.

NB: This was recorded on 2 November 2023. 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.htmlPlease note that captions are automatically generated.

In this episode, host Eimear Daly is joined by Brian Daingerfield to discuss the fortunes of the US dollar. With solid GDP, consumption and purchase managers' data relative to much of the rest of the world, the strong dollar looks set to remain supported. They preview the Federal Open Market Committee ( FOMC) decision, upcoming economic data, and also Treasury’s refunding announcement. Elsewhere, they discuss the Japanese Yen amid market speculation of another policy change next week. 
Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. 
NB: This was recorded on 26 October 2023.
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.htm

In the latest episode of The Currency Exchange, Brian Daingerfield and Galvin Chia take a closer look at China's economic outlook. They reflect on the shifting role of monetary and fiscal policy in cushioning the economy and soothing markets, and discuss the potential impact on FX going forward. 

Remember to hit ‘follow’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. 

NB: This was recorded on 19 October 2023. 
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
Please note that captions are automatically generated.

In this episode, Brian Daingerfield is joined by Eimear Daly and Alvaro Vivanco to discuss what clients have been telling them in the past week. They focus on currency rates in emerging markets and analyse the market implications of the conflict in Israel.     
Remember to hit follow so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available. 

NB: This was recorded on 12 October 2023. 
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
Please note that captions are automatically generated.