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Episode | Date |
---|---|
Dollar, sterling and the UK-US trade agreement
|
May 09, 2025 |
Mark for markets
|
May 02, 2025 |
The challenge for dollar exceptionalism
|
Apr 25, 2025 |
The market reacts to tariffs, but where to from here?
|
Apr 04, 2025 |
US tariffs, the UK Spring Statement and what's next for sterling
|
Mar 28, 2025 |
Waits and measures
|
Mar 21, 2025 |
A hard look at euro-dollar
|
Mar 14, 2025 |
A game-changer for Europe
|
Mar 07, 2025 |
Riding the market rollercoaster
|
Feb 28, 2025 |
What Europe's defence spend means for markets
|
Feb 21, 2025 |
Positives for the UK economy, but risks remain
|
Feb 14, 2025 |
Mann in the middle?
|
Feb 07, 2025 |
Is politics at play in the US and Poland?
|
Jan 31, 2025 |
Under starter’s orders
|
Jan 24, 2025 |
A fistful of dollar questions (16 January 2025)
|
Jan 17, 2025 |
New year’s gratings
|
Jan 10, 2025 |
North American special
|
Dec 13, 2024 |
Political turmoil in France, but market calm in the wake
|
Dec 06, 2024 |
The Year Ahead 2025: A closer look at sterling and the US dollar in 2025
|
Nov 29, 2024 |
US election special: what the Trump victory means for markets (8 November '24)
|
Nov 08, 2024 |
Is fiscal policy moving the needle?
|
Oct 25, 2024 |
What's been happening in emerging markets? (18 October '24)
|
Oct 18, 2024 |
Edging closer to the US elections (10 October 2024)
|
Oct 11, 2024 |
Middle East special
|
Oct 04, 2024 |
A cut, a hold and what they mean for sterling and the US dollar
|
Sep 20, 2024 |
Don't panic and mostly harmless...
|
Sep 13, 2024 |
Can Harris surf the political wave? (06 September '24)
|
Sep 06, 2024 |
Where next for GBP and USD?
|
Aug 01, 2024 |
Political drama and rates uncertainty…
|
Jul 26, 2024 |
Carry vs. fundamentals vs. politics - what’s driving FX in the Americas?
|
Jul 19, 2024 |
Good news on inflation, but what will the Fed do next?
|
Jul 12, 2024 |
How do markets treat political risk?
|
Jul 04, 2024 |
Carry for the sake of carry?
|
Jun 28, 2024 |
Political extremes and market swings - 21 June '24
|
Jun 21, 2024 |
Politics, risk and the pound – 14 June '24
|
Jun 14, 2024 |
7 June '24: Elections, emerging markets and currency moves
|
Jun 07, 2024 |
28 May 2024: Emerging markets focus
|
May 29, 2024 |
Assessing the Fed's confidence
|
May 17, 2024 |
How we’re feeling about GBP after the BoE’s ‘dovish hold’
|
May 09, 2024 |
Further divergence, and a quick yen update
|
May 03, 2024 |
Yen intervention?
|
Apr 30, 2024 |
Middle East focus
|
Apr 18, 2024 |
Bucks' fizz
|
Apr 12, 2024 |
Emerging markets, growth and contained inflation
|
Apr 04, 2024 |
Divergence, doves and a G10 first
|
Mar 21, 2024 |
Inflation, the Fed and the dollar
|
Mar 14, 2024 |
A major week for major currencies
|
Mar 07, 2024 |
US dollar steady, for now
|
Feb 29, 2024 |
North America special
|
Feb 22, 2024 |
When it comes to data, the devil’s in the detail
|
Feb 15, 2024 |
East European divergence
|
Feb 08, 2024 |
Policy inflection point
|
Feb 01, 2024 |
Central bank signal strength
|
Jan 25, 2024 |
Asia FX outlook post-Taiwan election
|
Jan 19, 2024 |
It's all relative (to the dollar)
|
Jan 12, 2024 |
All eyes on the US at the start of 2024
|
Jan 05, 2024 |
What has happened and what to expect for emerging markets?
|
Dec 07, 2023 |
What has happened to dollar exceptionalism?
|
Nov 30, 2023 |
Finding value in FX amidst lower growth in the year ahead
|
Nov 15, 2023 |
US dollar special, part 2
|
Nov 02, 2023 |
US dollar special
|
Oct 27, 2023 |
Has China's economy finally turned a corner?
|
Oct 19, 2023 |
Geopolitics and customer insights
|
Oct 12, 2023 |
Yen at work
|
Oct 05, 2023 |
Cool for cuts?
|
Sep 28, 2023 |
A strong dollar for longer?
|
Sep 21, 2023 |
Acting in unison?
|
Sep 14, 2023 |
A busy summer that should have been quiet
|
Sep 07, 2023 |
What is the key data to watch for the Fed as we head into September?
|
Jul 28, 2023 |
UK inflation looks (finally) to be easing, but what does that mean for Sterling?
|
Jul 21, 2023 |
Is USD weakening set to continue?
|
Jul 13, 2023 |
Will strong data continue to propel the USD higher?
|
Jul 06, 2023 |
Why have emerging market currencies been so resilient?
|
Jun 29, 2023 |
The Bank of England hikes again, where will GBP go next?
|
Jun 22, 2023 |
Where will the USD head following the June Fed meeting?
|
Jun 08, 2023 |
Has China's reopening recovery run its course?
|
Jun 01, 2023 |
How could the recent turn in USD affect emerging market FX?
|
May 26, 2023 |
How might the latest US debt ceiling drama play out and what does that mean for USD?
|
May 19, 2023 |
Is the outlook for the UK economy (and for Sterling) looking up?
|
May 12, 2023 |
Why we’re still bullish on Sterling
|
May 05, 2023 |
It's not just central banks in the driving seat for EURUSD
|
Apr 27, 2023 |
Why we see fiscal sustainability increasingly driving FX performance
|
Apr 20, 2023 |
What does the US dollar outlook mean for emerging markets?
|
Apr 13, 2023 |
Is the US dollar outlook worth a rethink?
|
Apr 06, 2023 |
How vulnerable are emerging markets to financial sector volatility?
|
Mar 30, 2023 |
How hard will US dollar headwinds blow in 2023?
|
Mar 23, 2023 |
Is recent repricing seen in global asset prices here to stay?
|
Mar 16, 2023 |
A last hurrah for hawkishness?
|
Mar 09, 2023 |
What the China reopening means (and doesn’t) for CNY
|
Mar 02, 2023 |
How much higher could the market drive the US dollar?
|
Feb 24, 2023 |
Why markets are wrong to be overly pessimistic about Sterling
|
Feb 16, 2023 |
What will drive Emerging Markets FX in the months ahead?
|
Feb 09, 2023 |
Will markets and central banks continue pushing in opposite directions?
|
Feb 02, 2023 |
Where do we see FX heading after a week of key central bank meetings?
|
Jan 26, 2023 |
The BoJ keeps Yield Curve Control, so what next for the Yen?
|
Jan 19, 2023 |
A new podcast on the big FX trends to watch
|
Jan 12, 2023 |
The Currency Exchange Podcast - coming soon
|
Jan 12, 2023 |