FX Talk - an Ebury podcast cover art

All Episodes

FX Talk - an Ebury podcast — 124 episodes

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Title
1

Hold, hold, hold. But for how long?

2

Markets cheer US-Iran ceasefire (the dollar, not so much)

3

Iran war fallout and the UK’s inflation problem (with Simon French)

4

Supreme Court shoots down Trump’s tariffs - what’s next?

5

Goodbye Powell, Hello Warsh: A new face at the Fed

6

A Greenland U-turn and a yen rescue mission

7

2026 Outlook: AI boom, geopolitics and a new Fed chair

8

Autumn Budget fallout: What it means for sterling

9

US-China trade war nears hour of reckoning

10

Bond markets flag troubles ahead (with special guest Kallum Pickering)

11

Key data from Europe diverges

12

Trump vs. China: The fallout (with special guest Isabel Ye)

13

Powell drops a bombshell at Jackson Hole

14

EU bags trade deal: A slam dunk or own goal?

15

Has the “Sell America” trade run its course?

16

Middle East conflict rocks markets: Dollar tumbles as ceasefire struck

17

US economy defying the odds, but is it recession proof?

18

US and China strike trade accord: what it means for markets

19

The dollar’s wild ride, and is a US recession inevitable in 2025?

20

US dollar tanks as Trump’s dramatic tariff U-turn stuns markets

21

Germany’s fiscal bazooka: A shot in the arm for the euro?

22

US dollar tanks: Are markets calling Trump’s tariff bluff?

23

What UK inflation spike means for Bank of England rates

24

Trump’s tariffs trigger frantic currency trading

25

100th Episode Special: A trip down memory lane, and tips for novice investors

26

2025 Global Market Outlook: Trumponomics 2.0 and beyond

27

2024 in FX: A Year in Review

28

French political turmoil and its impact on ECB policy

29

Trump wins historic US election: What it means for FX

30

A US election special: How could the vote impact FX?

31

How rising Middle East tensions could impact currency markets

32

Fed stuns markets with bumper 50 basis point rate cut

33

Dollar struggles amid US economic slowdown fears

34

Bank of England cuts rates, but what does this mean for sterling?

35

What Trump assassination attempt means for US election and the dollar

36

French election uncertainty grips currency markets

37

The year of elections - What this means for the currency market

38

The FX ramifications of a wider Middle East war

39

When will the Bank of England cut UK interest rates?

40

Exploring the dollar's decline and busy week of central bank decisions

41

US convergence with Europe raises doubts over dollar strength

42

UK follows Japan into recession

43

FX 101: Jargon Busting - FX terminology made easy

44

Will the UK manage to avert a recession?

45

FX 101: FX market structure and the role of liquidity providers

46

What to expect in the FX market in 2024

47

Fed's bold pivot sets the stage for 2024

48

Falling inflation spells end to central bank rate hikes

49

FX 101: A brief history of currencies

50

Fed, BoE and Scandi FX with Ebury’s Head of Nordics

51

Middle East tensions fuel safe-haven rush

52

US dollar reigns supreme: Is the market getting carried away?

53

Turbulence in China: How EM currencies are feeling the heat

54

FX 101: Understanding Exchange Rate Regimes

55

Central banks turn dovish: Are rate hikes at an end?

56

Dollar in distress: US inflation miss shakes markets

57

FX 101: What is GDP, and how is it calculated?

58

Major central banks vs. emerging markets: A tale of diverging policies

59

Danger lurks in uncertain inflation outlook: How currencies navigate choppy waters

60

How the May NFP report rocks the Fed's boat

61

FX 101: Inflation explained

62

EUR/USD slides on hawkish Fed bets, weak euro area data

63

The Fed's rate cut dilemma: 2023 or 2024?

64

FX 101: How do central banks impact the FX market

65

China's economy bounces back. But what about its currency?

66

Assessing the banking turmoil: Is the market panic an overreaction or justified?

67

Big gamble or smart move? Powell hints at 50bp hike

68

The UK economy narrowly dodged a recession, but what's next?

69

US dollar makes a comeback after NFP smashes expectations

70

How China's reopening will shake up currency markets

71

The year ahead: what can we expect from the FX market in 2023?

72

What China’s reopening could mean for currency markets

73

Dollar collapses as US inflation slows

74

BoE goes big, but warns of deep recession

75

Pound extends climb after budget U-turn

76

FX volatility spikes, what UK budget means for GBP

77

British pound falls to 1985 lows. Time to buy?

78

S3E15: Dollar loses steam after EUR/USD falls below parity

79

S3E14: Everything you need to know about the FX Market in 2022

80

S3E13: Swiss franc flex its muscles, again

81

S3E12: A long time coming: ECB sets stage for historic rate hike

82

S3E11: Don’t panic, a recession is not here yet

83

S3E10: How is the Federal Reserve policy affecting the foreign exchange market?

84

S3E9: Dollar is king as market fears drive volatility

85

S3E8: Can the euro rebound on growing ECB rate hike bets?

86

S3E7: Russian invasion triggers currency chaos

87

S3E6: Is the euro safe after Lagarde's hawkish turn?

88

S3E5: The comeback kids of 2022: Emerging market currencies

89

S3E4: Inflation at the wheel: the driver of currencies in 2022

90

S3E3: No Time to Die for the US dollar

91

Welcome to FX Talk

92

S3E2: Surprising central bank policies will shape the currency market

93

S3E1: Bank of England steps closer to a rate hike

94

S2E15: Why is the Brazilian real underperforming its emerging market peers?

95

S2E14: Calmer waters heading into a big week for the Fed and German elections

96

S2E13: Mixed tones from the latest FOMC policy meeting & what to expect from the next two months

97

S2E12: Emerging market currencies wobble as Delta spreads

98

S2E11: How did the US nonfarm payrolls report impact the FX market?

99

S2E10: What's next for the currency market after the Fed meeting?

100

S2E9: The G3 central bank meetings are coming. Here’s what our analysts expect

101

S2E8: What rising inflation means for the FX market

102

S2E7: US payrolls report fails to help the US dollar

103

S2E6: An underperforming dollar and a busy couple of days for the euro

104

S2E5: How vaccination rates are driving the currency market

105

S2E4: What do the latest G3 central bank meetings mean for the FX market?

106

S2E3: The recent sell-off in global bond markets & the impact of Covid vaccine programmes on currencies so far

107

S2E2: All about China - increasing importance of CNY on the FX market, China's reaction to the pandemic, expected performance of CNY in 2021

108

S2E1: Mass COVID-19 vaccinations and how currencies have reacted so far, and Joe Biden's proposed massive fiscal stimulus package.

109

S1E16: What to expect from the FX market in 2021 and which currencies will under and overperform next year, and why?

110

S1E15: Latest COVID vaccine news and its impact on the FX market & business activity PMIs

111

S1E14: US presidential election reaction, possible COVID-19 vaccine, spotlight currency: TRY

112

S1E13: Final thoughts ahead of the US presidential election & Thursday's ECB meeting

113

S1E12: Thoughts ahead of the US election, why the dollar has sold-off, how will the US dollar perform on election night?

114

S1E11: The second wave of COVID-19 infections, thoughts on the US presidential elections, spotlight currency: JPY

115

S1E10: Next monitary policy steps for 3 major central banks: ECB, FED, BoE. Spotlight currency: GBP

116

S1E9: The Fed's monetary policy overhaul, euro area inflation data, Spotlight currency: NOK

117

S1E8: Has the US dollar sell-off gone too far? What is driving emerging market performance?

118

S1E7: GDP numbers US & eurozone, Thursday's BoE meeting, Spotlight currency: RUB

119

S1E6: Sharp sell-off in USD, FOMC meeting, Spotlight currency: SEK

120

S1E5: European policy announcements, the recent uptrend in EUR/USD, Spotlight: GBP

121

S1E4: US nonfarm payrolls report, risk assets rally, Spotlight: MXN

122

S1E3: Global Economic Data, US Labor Market, Spotlight: BRL

123

S1E2: Covid-19 FX update, BoE meeting, Spotlight: CNY

124

S1E1: ECB, emerging market currencies, spotlight: AUD