AIB Market Talk
AIB Market Talk
AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
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Episodes
Volatility eases but is not forgotten 22.05.2025 21:38
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...
Service Sector Slowdowns 07.05.2025 13:38
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...
Tariffs, Trade & Market Volatility 16.04.2025 20:39
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...
Irish PMIs signal strength in the face of tariffs 03.04.2025 14:27
AIB’s Chief Economist David McNamara and AIB Treasury’s Jason Rehill discuss the latest AIB Ireland PMI reports including the positive picture for manufacturing despite looming threats, very strong growth in services, the market reactions following the US tariff announcements and how tariffs might impact Irish industries. Visit our website and subscribe to receive AIB's Economic Analysis dire...
Positive Eurozone News and Uncertainty with the Dollar 24.03.2025 23:32
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest global market updates including: Interest rate expectations from Central Banks Tariff and trade policy impacts on the Dollar Euro boosted by Eurozone news flow The resilience of Sterling Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be...
Encouraging Growth in Spring 05.03.2025 12:27
AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports, the outlook for the Irish manufacturing and services sectors and the impacts of Storm Éowyn on the Irish 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-...
A flurry of activity in global markets 18.02.2025 11:28
AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt break down the trade and tariff policy activity from the past few weeks and take a look at interest rate expectations from Central Banks and movements in currency pairs in the latest AIB Market Talk episode. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can...
What tariffs could mean for Irish Industries 06.02.2025 13:12
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane discuss the latest AIB Irish PMI reports and how tariffs might impact the manufacturing and services sectors and the Irish 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 in...
Politics at Play in Markets 23.01.2025 21:57
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest market updates including, The new Trump presidency and initial impacts in the markets, Movements in the Euro, Sterling, and Dollar currency pairs, And interest rate expectations with the upcoming European Central Bank, US Federal Reserve and Bank of England meetings in the coming weeks. Visit our website and sub...
Optimism in Irish Services 08.01.2025 9:27
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane drill down into the December Irish Purchasing Managers Index reports for the Manufacturing and Service sectors, review trends from 2024 and break down key trends in for 2025. 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/...
Wrapping up 2024 18.12.2024 19:00
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh take us through highlights in Interest Rate decisions and currency markets over 2024 and what the new year may have in store for global economies. 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 . R...
Irish Industries on the Move 04.12.2024 8:38
AIB’s Chief Economist David McNamara and AIB Treasury’s John Heffernan break down the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors, including trends across the sectors and insights into the Irish 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...
Elections and Economic Impacts 20.11.2024 10:51
AIB’s Senior Economist John Fahey and AIB Treasury’s Stuart Banks discuss recent and upcoming elections and their impacts on economies and markets around the globe. 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 Ireland: No: 24173 Allied Irish Ban...
Inflation is still a feature in Irish Industries 05.11.2024 7:32
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane break down the trends in the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what these reports could tell us about the state of the Irish economy. The team also look at the US Federal Reserve and election activities could mean for the Irish economy. Visit our website and subscribe...
Are ECB Interest Rate Cuts in the Cards? 17.10.2024 11:32
AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks discuss market expectations on interest rates for the ECB meeting today and the latest movements in markets. 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 Ireland: No: 24173 Allied...
Service Sector on the Rise 03.10.2024 8:29
AIB’s Chief Economist David McNamara and AIB Treasury’s Paul Ward break down the trends in the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what these reports could tell us about the state of the Irish economy. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here h...
Big week for Central Banks and Interest Rates 17.09.2024 11:08
AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks talk through the latest news and expectations for interest rate decisions and movements in markets with the September round of central bank meetings. 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 ....
Interest Rate Tug-of-war 04.09.2024 6:14
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane break down the latest trends in the August Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what these reports could mean for markets and interest rates as we approach the September round of central bank meetings. Visit our website and subscribe to receive AIB's Economic Analysis direc...
Volatility in August 21.08.2024 11:03
AIB’s Senior Economist John Fahey, and AIB Treasury’s Cormac Cunnane discuss the volatile moves in markets after the August round of central bank meetings, and break down the latest market expectations for September interest rate cuts and movements in currencies. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed he...
Services sector top of the podium 06.08.2024 7:54
AIB’s Chief Economist David McNamara and AIB Treasury’s John Heffernan break down the trends in the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors, including the high performing service industry and the insights these reports give into the Irish economy. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full...
No summer lull to markets yet 18.07.2024 16:38
AIB’s Senior Economist John Fahey and AIB Treasury’s John Heffernan review anticipated potential interest rate cuts for the year and market expectations for the upcoming ECB, Bank of England and Federal Reserve meetings. 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-disclaim...
Economy not firing on all cylinders 03.07.2024 7:47
AIB’s Chief Economist David McNamara and AIB Treasury’s Paul Ward discuss the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what the PMIs collectively mean for the state of the Irish 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/fxcentr...
Central Bank Cuts in the Cards 19.06.2024 11:07
AIB’s Senior Economist John Fahey and AIB Treasury’s Stuart Banks review market expectations on potential interest rate cuts coming out of recent and upcoming ECB, Bank of England and Federal Reserve central bank meetings. 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-discl...
Trending in the Right Direction 06.06.2024 8:40
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest Irish Purchase Managers Index reports for the Manufacturing and Service sectors, trends in inflation and growth in the sectors and what these mean for the Irish economy. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. Our full legal disclaimer can be viewed here http...
Rate Cuts on the Horizon 14.05.2024 20:48
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the recent central bank meetings and the outlook for foreign exchange in the latest AIB Market Talk Podcast. 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 Ireland: No: 24173...
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