The Currency Exchange - An FX Podcast by NatWest

In this episode of The Currency Exchange, Eimear Daly, Brian Daingerfield, and Paul Robson debrief after a busy week of central bank meetings in the US and Europe and discuss key drivers for the USD from here. Remember to hit ‘subscribe’ 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 23 Marc...

In this episode of The Currency Exchange, Eimear Daly, Brian Daingerfield, and Paul Robson debrief after a volatile week in financial markets. They discuss how markets may start to balance financial stability considerations against inflation-tackling action from central banks, and reflect on potential implications for the FX landscape. Remember to hit 'follow' so you can listen to our la...

In this episode of The Currency Exchange, Eimear Daly, Brian Daingerfield, and Paul Robson discuss their perspectives on how long a stronger EUR and USD will last and what that means for the wider FX universe.  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 recorde...

In this episode of The Currency Exchange, Eimear Daly and Galvin Chia take a very close look at all the factors driving CNY performance over the near and medium term. 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 March 2023. For any terms used please...

In this episode of The Currency Exchange, Eimear Daly and Co-head of G10 FX strategy Brian Daingerfield dig into the continued strength of the USD and whether the data is really telling the full story.  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 16...

In this episode of The Currency Exchange, Eimear Daly and Paul Robson dig into the impact of fresh UK economic data prints on the outlook for Sterling and UK assets more broadly.  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 16 February 2023. For any...

In this episode of The Currency Exchange, Eimear Daly and Alvaro Vivanco share their perspectives on whether the strength of the US labour market, the potential for higher US policy rates and a stronger US dollar could upend the new year EM FX rally (before it even got going). Remember to hit ‘subscribe’ so you can watch our latest episodes as soon as they’re available – and hit the ‘like’ button...

In this episode of The Currency Exchange, Eimear Daly, Brian Daingerfield, and Kevin Cummins take a closer look at this week's trio of interest rate hikes in the US, UK, and Europe, and discuss the impact of those decisions on the wider FX landscape and market expectations going forward. Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available –...

In this episode of The Currency Exchange, Brian Daingerfield and Paul Robson discuss where we think key currencies will move after a trio of central bank meetings in the week ahead. 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 January 2023. For any...

In this episode of The Currency Exchange, Eimear Daly and Brian Daingerfield take a closer at the Bank of Japan's recent push-back against market expectations for policy change, key factors to watch regarding the sustainability of yield curve control, and what all of this means for the USDJPY rate and FX markets in the weeks ahead. Remember to hit ‘follow’ so you can listen to our latest epis...

Welcome to The Currency Exchange podcast! Each week, the NatWest Markets team of FX strategists help you get to grips with the biggest themes and events moving global currency markets.  In this inaugural episode of The Currency Exchange, Eimear Daly, Brian Daingerfield, and Paul Robson digest the impact of the latest US inflation print on the USD and EUR outlook, and take a closer look at how the...