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FX Talk - an Ebury podcast

Ebury FX Talk
Federal Reserve
Foreign Exchange Market
Bank Of England
Inflation
US Dollar
US Inflation
Eurozone
UK Economy
Japanese Yen
European Central Bank
Euro
Liquidity Providers
Bretton Woods Agreement
Gold Standard
UK Inflation
Swiss Franc
Mexican Peso
PMI
Retail Sales
GDP

The euro goes up, the dollar goes down, and China devalues the yuan. But what's behind these currency fluctuations? This forex podcast is all about the global currency market. Our three financial market analysts, who are also top Bloomberg forecasters, discuss macro-economic news and its effect on the global financial market - providing you with insights to make informed decisions. *The informatio... more

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Latest Episodes

SPECIAL GUEST ALERT. 

We are delighted to be joined on today’s episode by Simon French - Chief Economist and Head of Research at Panmure Liberum, and regular columnist at The Times. 

On today’s episode, we unpack the implications of the ongoing war... more

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Global trade has been thrown into fresh chaos following last week’s Supreme Court ruling, which deemed President Trump’s IEEPA tariffs to be illegal. The reaction in financial markets has been relatively calm so far, as not only were investors prepar... more

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Following months of speculation, former Fed governor Kevin Warsh has been named as the next chair of the FOMC - how could his appointment impact US rates, Fed autonomy and the dollar? Meanwhile, the massive supermajority victory for Japan’s PM Sanae ... more

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The Sell America trade returned with a vengeance last week after President Trump threatened eight European countries with fresh tariffs for their stance over Greenland. While his entirely predictable U-turn was greeted positively by equities and bond... more

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Recent Guests

Simon French
Chief economist and head of research at Panmure Liberum
Panmure Liberum
Episode: Iran war fallout and the UK’s inflation problem (with Simon French)
Kallum Pickering
Chief Economist at Peel Hunt and regular commentator on economic issues
Peel Hunt
Episode: Bond markets flag troubles ahead (with special guest Kallum Pickering)
Isabel Ye
Ebury's Director of China Initiatives, expert on China-related economic matters
Ebury
Episode: Trump vs. China: The fallout (with special guest Isabel Ye)
Mihal Joswiak
Warsaw analyst
Episode: US dollar tanks: Are markets calling Trump’s tariff bluff?
Mihal Josviac
Ebury
Episode: French political turmoil and its impact on ECB policy
Carl Lindh
Ebury’s head of Nordics, based in Stockholm
Ebury
Episode: Fed, BoE and Scandi FX with Ebury’s Head of Nordics

Hosts

Matthew Ryan
Host specializing in foreign exchange markets and macroeconomic analysis, providing insights into currency fluctuations and their implications on financial markets.
Enrique Diaz Alvarez
Chief Economist with expertise in economic indicators and their effects on currency markets.
Roman Ziruk
Senior Market Analyst focusing on the implications of macroeconomic trends on foreign exchange rates.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#80
Ukraine/Business
Apple Podcasts
#184
Spain/Business

Talking Points

Recent interactions between the hosts and their guests.

Iran war fallout and the UK’s inflation problem (with Simon French)
Q: Simon, let's start with you. What are your general thoughts on this ongoing conflict? And what do you see as the main fallout for markets and the economy from the conflict?
Simon argues the events are difficult to price, with volatility driven by uncertainty over time scales, aims, and outcomes, leading to a wide range of potential market implications for FX, oil, and policy; he notes a flight to safety in the dollar and that energy prices and inflation expectations will shape central bank responses.
Autumn Budget fallout: What it means for sterling
Q: What do you think about the Bank of England? Will they cut rates after this budget?
It appears almost certain based on market pricing that a December rate cut will happen, although uncertainty remains about longer-term economic data due to government shutdowns.
US-China trade war nears hour of reckoning
Q: Enrique, what does this lack of data mean for the Fed? It's not going to derail a cut this week in reality, but what could it mean for the bank's communications?
Enrique reflects on the enduring narrative of a deteriorating labor market and suggests that there is insufficient new data to challenge the Fed's policy direction.
Has the “Sell America” trade run its course?
Q: What can we expect once the 1st of August rolls around?
Expect ongoing trade negotiations, and impacts will vary depending on the agreements made.
Has the “Sell America” trade run its course?
Q: Enrique, is this Sell America trade a thing of the past?
Yes, it's over and we are returning to more habitual patterns.

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Frequently Asked Questions About FX Talk

What is FX Talk about and what kind of topics does it cover?

Covering the intricacies of the global currency market, insights into macro-economic trends are provided through discussions by financial market analysts. Episodes frequently explore the effects of major geopolitical events, central bank decisions, and market reactions on currencies such as the euro and dollar, often giving listeners an understanding of how these dynamics impact broader financial markets. The hosts bring significant expertise, being top forecasters on Bloomberg, and they highlight the implications of economic indicators, policy changes, and trade relations on currency fluctuations, making the content relevant for professionals involved in finance, economics, and international trade.

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Which podcasts are similar to FX Talk?

These podcasts share a similar audience with FX Talk:

1. The Economics Show
2. FT News Briefing
3. Political Fix
4. GlobalData TS Lombard: Perkins Vs Beamish

How many episodes of FX Talk are there?

FX Talk launched 5 years ago and published 122 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on FX Talk?

Recent guests on FX Talk include:

1. Simon French
2. Kallum Pickering
3. Isabel Ye
4. Mihal Joswiak
5. Mihal Josviac
6. Carl Lindh

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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