Markets, Housing and Construction in Focus

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 global markets, including energy prices, inflation expectations, interest rates and currency movements Diverging signals across financial markets, with equity markets showing resilience while interest rate markets continue to price inflation risks What the latest Irish Construction PMIs reveal about activity levels, new orders, employment trends and sector confidence Developments in the Irish housing market, including price trends, regional differences, supply constraints and affordability pressures Progress on housing supply, with a focus on apartment construction, government policy interventions and planning reforms The role of the National Development Plan and infrastructure investment in supporting future housing delivery Supports available to first-time buyers and what the medium-term outlook looks like for housing supply and demandRead the AIB Ireland Construction PMI® here. 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 Bank p.l.c is regulated by the Central Bank of IrelandAIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2