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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
Mexican Peso
Swiss Franc
GDP
PMI
Retail Sales

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

The heavily anticipated UK Autumn Budget has come and gone, without causing too much in the way of alarm among market participants. Sterling and gilts actually rallied following the announcement, but what was behind this rather subdued reaction? And ... more

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The US government shutdown continues to drag on like a traffic jam in New York at rush hour, with no apparent ending in sight. Macroeconomic reports out of the US have been subsequently scarcer than Wi-Fi in the desert, but could this lack of data im... more

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SPECIAL GUEST ALERT. We’re delighted to be joined on today’s episode by Peel Hunt’s Chief Economist Kallum Pickering. Kallum brings with himself well over a decade of experience as an economist in London and is a regular commentator in the financial ... more

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Latest business activity PMIs from Europe showed a mixed picture in the Eurozone and brought fresh concerns over the health of the British economy. Does the latter shift the outlook for the BoE? And what do bond investors think about the Federal Rese... more

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SPECIAL GUEST ALERT. We’re delighted to be joined on this week’s episode by Ebury’s Director of China Initiatives, Isabel Ye Qiu. The unveiling of President Trump’s tariffs has wreaked havoc with supply chains globally, particularly in China. How are... more

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Federal Reserve Chair Jerome Powell struck a dovish surprise at the annual get together of central bankers in Jackson Hole, Wyoming last week. Has this effectively guaranteed a September rate cut from the FOMC? And what do fears over Fed independence... more

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The EU has finally reached a trade deal with the US! But is this a bad deal for the European economy? How have markets reacted to the news? And what could this mean for ECB rates? We also discuss another batch of quite remarkable economic figures out... more

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FX Talk has finally caught up with the times! After nearly five years of hiding behind microphones, honing our radio voices and bringing you audio-only episodes, we’re finally making the leap into the exciting world of YouTube. Brace for some questio... more

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Recent Guests

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

Roman Zuruk
Senior Market Analyst at Ebury
Matthew Ryan
Head of Market Strategy at Ebury

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Talking Points

Recent interactions between the hosts and their guests.

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.
EU bags trade deal: A slam dunk or own goal?
Q: What does this deal mean for the ECB?
It doesn't dramatically change the situation for the ECB, which will continue to have a high bar for rate cuts.

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Frequently Asked Questions About FX Talk

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

This podcast provides in-depth analysis of global currency markets, focusing on the fluctuating values of various currencies such as the euro, dollar, and yuan. The analysts engage in discussions about macro-economic news and its implications for financial markets, enabling listeners to gain valuable insights for informed decision-making. The content likely includes examinations of pivotal events, political developments, and central bank policies that affect exchange rates and overall economic stability. Unique to this offering, the show features perspectives from top Bloomberg forecasters, establishing a blend of expertise and accessibility which adds to its credibility and appeal. Overall, it caters to listeners who are interested in fina... more

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Which podcasts are similar to FX Talk?

These podcasts share a similar audience with FX Talk:

1. Merryn Talks Money
2. Odd Lots
3. Bloomberg Daybreak: US Edition
4. Thoughts on the Market
5. Money Stuff: The Podcast

How many episodes of FX Talk are there?

FX Talk launched 5 years ago and published 117 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. Kallum Pickering
2. Isabel Ye
3. Mihal Joswiak
4. Mihal Josviac
5. 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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