The Economy Explained: Inflation, AI and What's Coming Next

Description: Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for the latest edition of AIB Market Talk. The discussion explores the evolving global economic landscape, the outlook for interest rates and inflation, developments across currency markets, and what it all means for Ireland's economy in the months ahead. In this episode, the panel discusses:• Ongoing geopolitical tensions and their impact on oil prices, inflation and global markets  • Why major economies have remained resilient despite inflationary pressures and economic uncertainty  • Diverging growth trends between the US and Europe, including the growing influence of AI-led investment  • The latest outlook for central banks, including the ECB, Federal Reserve, Bank of England and Bank of Japan  • What changing interest rate expectations could mean for borrowers, businesses and financial markets  • Recent developments in currency markets, including EUR/USD and USD/JPY, and the drivers behind market volatility  • The impact of energy prices on inflation, economic growth and consumer confidence  • Ireland's economic performance, including business activity, employment trends and investment growth  • Emerging developments in the labour market, including the potential influence of AI on employment trends  • Why Ireland's strong public finances and underlying economic fundamentals continue to support resilience despite an uncertain global backdropVisit 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