FX Talk - an Ebury podcast

We had said on this podcast two weeks ago that we thought the Fed would likely take on a less dovish stance in light of rising inflation and the strong recovery in the US economy. That was indeed the case, and in fact the bank surprised most of the market by signaling it is becoming increasingly concerned with the aggressive increase in US prices. We’d like to hear from you! Provide us with feedba...

The main focus of this episode will be on the upcoming G3 central bank meetings. We’ll start by talking about Thursday’s ECB meeting. Then we'll move on to talk about next Wednesday’s Federal Reserve meeting, which promises to be an equally important one for markets. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show?...

In this episode we start by talking about the key theme in financial markets at the moment, and one of the main causes of concern for investors.  There is a recent increase in global inflation, which causes a change in the price of goods and services over time. We are seeing signs of a sharp uptrend in prices, as restrictions are eased and economies are reopened again.  We’d like to hear from you!...

This time on FXTalk our market experts discuss the underwhelming US payroll report, and how the dollar has reacted. Prior to Friday's report investors were bracing for a massive increase of jobs. Growth economists were expecting a number close to 1 million jobs created, but the actual number was considerably lower. We’d like to hear from you! Provide us with feedback so we can improve the pod...

In this episode, we begin by talking about the recent sell-off of the US dollar. In our second topic, we focus on a busy couple of days for the euro towards the end of this week.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

The vaccination race is still ongoing - which currencies are doing well and which are lagging behind? Listen to our analysts discuss it here on episode five.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

It was a busy week in terms of central bank meetings. Investors awaiting the bank's macroeconomic rejections and its view on the recent increase in European bond yields.  Listen to this week's 20 min. update here.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one senten...

On this episode of FX Talk our financial analysts discuss the recent sell-off in global bond markets and how they think the FX market is reacting, and the impact of various Covid vaccine programmes on currencies so far in 2021.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one se...

On this episode, we welcomed our first special guest: Isebl Ye, Ebury's Director of China Initiatives. Our analysts and Isabel Ye discuss the CNY's increasing importance on the FX market, China's reaction to the pandemic, and how they expect CNY to perform in 2021.   We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked...

On this first episode of season 2 of FX Talk: Mass COVID-19 vaccinations and how currencies have reacted so far in 2021, and  Joe Biden's proposed plan for a massive fiscal stimulus package in the US and its potential impact on the financial markets and the US economy.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this sh...

In our final episode of FX Talk of 2020, our market analysts discuss what to expect from the FX market in 2021 and which currencies will under and overperform next year, and why.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

In Episode 15 of FX Talk our market analysts discuss the latest COVID-19 vaccine headlines and implications on the FX markets, and business activity PMIs out of the  US, the eurozone, and the UK. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

In this episode, our financial market analysts discuss the US presidential election, the implications of a possible COVID-19 vaccine, and our spotlight currency of the week: the Turkish lira.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

In this episode of Tuesday the 27th of October, our analysts discuss their final thoughts ahead of the US presidential election - what the latest polls are saying, and how they expect the FX market to react on election night. And lastly, they thoughts ahead of Thursday's ECB meeting.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk...

In this week's episode (recorded on October 13th) our market analysts discuss their thoughts ahead of the US presidential election, why they think the US dollar has sold-off recently, and how the US dollar will perform in the immediate aftermath of the vote. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please l...

In this week's episode, recorded on Sept. 29th, our market analysts discuss the second wave of virus infections and its impact on the financial markets. They share their thoughts on the US presidential elections and its potential impact on the global financial market. And lastly this week's spotlight currency: Japanese yen (JPY).  We’d like to hear from you! Provide us with feedback so w...

This week our market analysts discuss what they think the next monetary policy steps are for three of the world's major central banks: ECB, FED, and BoE. The spotlight currency of the week is the pound sterling: GBP.   We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentenc...

This week our market analysts discuss the historic monetary policy overhaul from the Federal Reserve and its implications for US interest rates. Furthermore, they discuss this week's dismal euro area and inflation data, and its ramifications for ECB policy. And lastly, this week's spotlight currency is the Norwegian krona (NOK).  We’d like to hear from you! Provide us with feedback so we...

This week on episode 8 of FX Talk, our market analysts Matthew Ryan and Roman Ziruk discuss if the recent dramatic USD sell-off has gone too far and what's driving emerging market performance. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

In this episode of FX Talk our analysts discuss the latest GDP numbers out of the US and the euro area, their thoughts ahead of Thursday's Bank of England meeting, and the spotlight currency of the week: the Russian Ruble (RUB).    We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – eve...

In episode 6 of FX Talk, our analysts discuss the recent sharp sell-off in the USD, the FOMC meeting of July 29th, and out spotlight currency of the week: Swedish Krona (SEK).   We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

On episode 5 of FX Talk our market analysts discuss the European policy announcements and Thursday's ECB meeting, the recent uptrend in EUR/USD, and our spotlight currency of the week: pound sterling. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sentence helps! 

In this episode of FX Talk our analysts discuss last Thursday's US nonfarm payrolls report and its impact on the dollar, why they think risk assets are rallying so far this month despite the latest US coronavirus numbers, and our spotlight currency of the week: the Mexican peso. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Like...

In this episode of FX Talk (June 30th), our analysts discuss the increase in global economic data, the US labor market, and the upcoming non-farm payrolls report. The spotlight currency of the week is the Brazilian Real (BRL).  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sen...

In this episode of June 18th, our market analyst discuss the latest impact of COVID-19 on the FX markets and share their thoughts on this afternoon's BoE meeting. The spotlight currency of this week is the Chinese yuan.  We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk   Liked this show? Please leave us a review here – even one sente...