AIB Market Talk

Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for this latest edition of AIB Market Talk. Using AIB's latest Irish Economic Outlook as the foundation, Jane and David unpack the key insights, exploring the global backdrop and the risks shaping growth, inflation and consumer behaviour in the year ahead. In this episode the panel discusses:...

Join Jane Kavanagh from AIB’s Corporate Treasury desk, alongside John Fahey, Senior Economist, and Pat O’Sullivan, Head of Real Estate Research, for this edition of AIB Market Talk. The discussion explores recent global market developments and what they mean for Ireland’s construction, housing and real estate sectors. In this episode, the panel discusses: The impact of geopolitical tensions on glo...

Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, Donal Whelton, Head of Agriculture & Food Manufacturing with AIB Business Banking, and Patrick Higgins, Head of Consumer Research, Food & Beverage at Goodbody, for this edition of AIB Market Talk focusing on Ireland’s agriculture and food manufacturing sector. In this episode, the panel discusses: Ho...

Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, and Jonathan Clarke, Head of Hospitality, Tourism & Leisure with AIB Business Banking, for the first Market Talk podcast of 2026. In this wide‑ranging episode, the panel reflects on how the Irish economy and key sectors performed through a challenging 2025 and shares their outlook for 2026 amid ongoing g...

Join Jane Kavanagh from AIB’s Corporate Treasury desk and AIB Senior Economist John Fahey for the final Market Talk podcast of 2025. In this special year-end episode, they reflect on a year dominated by uncertainty, trade tensions, and shifting central bank policies. Tune in for: A recap of 2025’s biggest market themes, including the impact of US tariffs and global trade agreements. Insights into...

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 2025 in this special episode of AIB Market Talk. Tune in as they discuss:  The key aspects of the construction index number with commercial and residential con...

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: How both sectors bounced back, with manufacturing and services posting robust growth after a softer patch earlier in the year. The key drivers behind the manufacturin...

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 multinationals. Tariff risks have eased, with effective rates lower than expected and key sectors shielded. Labour market growth is slowing, but wage growth remains solid....

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: The outcomes of recent ECB, Bank of England, and Federal Reserve meetings, including policy decisions and market surprises. Why the ECB remains steady, the Fed delivered a r...

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: Why services sector activity has rebounded to its strongest level this year, and what’s driving the surge The shift in manufacturing trends, with growth easin...

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: Recent shifts in the euro, dollar, and yen, and the drivers behind currency movements The impact of political events, such as the resignation of the French...

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 on Ireland’s economy. Listen to our Treasury team as they talk insights into the resilience of Irish business as we enter the final quarter of 2025, with a...

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, opting to keep rates unchanged despite persistent inflation concerns. What do these diverging strategies mean for investors, businesses, and the broader e...

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 of slowing service sector activities, while employment rates continuing to fall. There’s an examination of the slowdown in the Irish economy following rapi...

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 second half of 2025 and discuss the impact of tariffs on inflation. The team also looks at the currency markets, with the euro gaining against the dollar for...

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 showed weakening trends in transport, tourism and leisure, with a fall in activity impacting weak employment growth. The discussion also looks at the impact...

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 ECB and US Fed. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here ht...

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 activity. They also discuss the office market trends for investors, how supply and demand continue to increase market prices in the housing market, and...

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 in the manufacturing sector, a review of the tariff policy and challenges for the Irish tourism industry. Visit our website and subscribe to receive AIB&apos...

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 policies, the UK economy and the current trading ranges.   Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full l...

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 the tourism sector has seen a slowdown. We also discuss the continued increase in both inflation and employment rates. Visit our website and subscribe to rec...

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  economic the outlook on the AIB FX centre here Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer c...

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.  Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer . Registered...

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 international trade tensions.  Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be v...

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. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer . Registered in I...