FX Talk - An Ebury podcast

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The So What from BCG

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Not All Growth Is Good—Here's How to Get It Right 20:09

16일 전20:09

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20:09

Justin Manly, BCG’s lead on growth and innovation, explains how businesses can choose the right growth strategy given their aspirations and position in the market. Whether a company is gaining or losing share, in a booming or sluggish industry, profitable growth depends on knowing your starting point. Learn More: Justin Manly: https://on.bcg.com/4kGYyPH BCG’s Latest Thinking on Growth and Innovation Analytics: https://on.bcg.com/4kjTEIB BCG’s Latest Thinking on Corporate Finance and Strategy: https://on.bcg.com/3ZeAMlX Your Growth Strategy Depends on Your Starting Point: https://on.bcg.com/43YpzZm The Vitality Code: How Growth Leaders Master Strategy, Technology, People, and Culture: https://on.bcg.com/4dMKjH1 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

FX Talk - an Ebury podcast

시리즈 홈•Feed

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 information contained in this podcast does not constitute a recommendation from any Ebury entity to the recipient.

108 에피소드

#Trading #Business News #Business #News #Ebury FX Talk #Forex #Financial Markets #Finance #Currencies #Foreign Exchanges #Hedge #Payments

FX Talk - an Ebury podcast

updated 15일 전

시리즈 홈•Feed

108 에피소드

#Trading #Business News #Business #News #Ebury FX Talk #Forex #Financial Markets #Finance #Currencies #Foreign Exchanges #Hedge #Payments

كل الحلقات

FX Talk - an Ebury podcast

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US economy defying the odds, but is it recession proof? 22:21

15일 전22:21

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22:21

The dollar has continued to lose ground against most major and emerging market currencies in the past few weeks. A US court ruling that deemed White House tariffs to be illegal has been delayed pending an appeal. Trade negotiations are ongoing, although these have failed to yield much progress thus far. Investors are also fearful that Trump’s “Big, Beautiful” tax bill could lead to a sharp increase in US debt in the next few years. Thus far, however, the world’s largest economy is holding up remarkably well. Will a US recession be avoided in 2025? And what do the latest UK data surprises mean for the Bank of England and the pound? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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US and China strike trade accord: what it means for markets 20:21

5 weeks 전20:21

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20:21

US tariff headlines continue to dominate the narrative in financial markets. Fears over a US recession triggered a sharp sell-off in US equities, Treasuries and the dollar last month. Yet, signs of progress in trade negotiations, particularly following the news of a US-China trade deal, have lifted optimism, and raised hopes that the economic impact of the tariffs will be less significant than initially anticipated. Meanwhile, the Bank of England cut interest rates by another 25 basis points last week. MPC members appear perhaps as divided as ever over the path ahead for UK rates. The bank’s communications were hawkish, however, suggesting that a “gradual” pace of cuts lies ahead. But, what does this mean for sterling? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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The dollar’s wild ride, and is a US recession inevitable in 2025? 25:54

8 weeks 전25:54

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25:54

The US dollar collapsed to its lowest level in three years this week, with investors still reeling from the unveiling of (and subsequent delay to) President Trump’s reciprocal tariffs. Yet, with Trump and his top team softening their stance towards China, and the President backtracking on his calls to remove Jerome Powell from his position as chair of the FOMC, has the tide turned for the US currency? We also look ahead to the release of next week’s highly important US GDP report. Is the world’s largest economy on course to post a shock contraction in the first quarter? And is a US recession inevitable in 2025? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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US dollar tanks as Trump’s dramatic tariff U-turn stuns markets 25:03

10 weeks 전25:03

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25:03

It’s been a barely believable few days in financial markets since President Trump unveiled the details of his reciprocal tariffs during his so-called “Liberation Day” on 2nd April. Risk assets crashed on the realisation that the tariffs would be significantly more aggressive than anyone had been anticipating. The dramatic 90-day pause to all trade levies (China aside) has triggered a fresh bout of volatility in markets, and some stocks indices posted among their largest one-day rallies this century. We’ve seen a non-typical reaction in financial markets, however. The traditional safe-havens, US Treasuries and the dollar, have sold-off aggressively, with investors seemingly losing faith in American exceptionalism. The euro has emerged as a de facto safe-haven, and EUR/USD has soared to its strongest position in three years. What do our analysts make of the chaotic week in markets? And what might happen next? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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Germany’s fiscal bazooka: A shot in the arm for the euro? 22:27

12 weeks 전22:27

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22:27

In this week’s episode of FX Talk, Matt and Roman are joined by our Sao Paulo analyst, Eduardo Moutinho, to discuss the latest headlines in the currency market. The dollar has sold-off sharply against most currencies in recent weeks as investors fear a slowdown in US growth. Yet, with the Federal Reserve sticking to its cautious approach to cuts, is this move lower in the greenback perhaps overdone? Meanwhile, the euro has surged above the $1.09 level this month, buoyed by the news of a massive fiscal stimulus package in Germany. Is this a game changing moment for the Euro Area economy and the common currency? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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US dollar tanks: Are markets calling Trump’s tariff bluff? 17:57

15 weeks 전17:57

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17:57

President Trump has followed through with plans to slap massive 25% tariffs on imports from Canada and Mexico, while also unveiling fresh 10% duties on China. The US dollar would ordinarily be trading higher under such circumstances, but the greenback has sold-off sharply across the board. What is fuelling the move? And how concerning is the recent deterioration in US economic news? Meanwhile, last week’s Ukraine discussions in the White House descended into a farce. European currencies are performing well, however, as markets take an optimistic view on the situation. What do our analysts make of an extraordinary hectic couple of weeks in financial markets? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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What UK inflation spike means for Bank of England rates 22:45

17 weeks 전22:45

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22:45

The outlook for UK interest rates has been clouded once again this week by strong data on the labour market and inflation. The main inflation rate jumped to a 10-month high in January, while the core rate is now printing at nearly double the BoE’s 2% target. Could this herald a slower pace of rate reductions ahead? Or will the committee prioritise supporting Britain’s admittedly fragile growth outlook? Elsewhere, European currencies have been buoyed by hopes of a peace deal between Russia and Ukraine. Yet, investors are skeptical that the negotiations will lead to anything more than a temporary pause in the conflict, which is acting to keep the rally in risk in check. Our analysts discuss all the latest developments and more in the latest episode of FX Talk. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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Trump’s tariffs trigger frantic currency trading 28:06

19 weeks 전28:06

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28:06

Without question, the only real talking point on investors' lips at present is the protectionist utterings emanating from the recently anointed Trump administration. Risk currencies sold-off sharply after Trump unveiled savage tariffs aimed at Canada, Mexico and China over the weekend, although these moves have since reversed after a number of the trade restrictions were delayed at the eleventh hour. But, what do our analysts make of the headlines? Is Trump serious? Or are these tariff threats merely a negotiating ploy? And how could markets react to the imposition of trade restrictions on the European Union? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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100th Episode Special: A trip down memory lane, and tips for novice investors 32:10

21 weeks 전32:10

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32:10

Ton-up! FX Talk has reached a century of episodes! In this special podcast recording, we take a trip down memory lane and discuss some of the most memorable moments from our time covering financial markets. From the panic caused by the collapse of Lehman Brothers during the Global Financial Crisis, to the Brexit vote, the outbreak of the COVID-19 pandemic and Russia’s full scale invasion of Ukraine. Our analysts also shed some light on how they began following markets, while discussing some of the aspects that they enjoy the most about their current roles. We also provide some advice and tips to notice investors that are looking to gain a better understanding of currency markets. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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2025 Global Market Outlook: Trumponomics 2.0 and beyond 29:23

23 weeks 전29:23

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29:23

2025 looks set to be another eventful year in financial markets. Focus among market participants will be largely on news out of the incoming Trump administration, particularly details surrounding the Republicans tariff proposals. The world’s major central banks will continue to lower interest rates, as inflation globally gradually returns back to target levels, while growing downside risks to growth could trigger a mild global slowdown. But, what do our analysts see as the main focal point for investors this year? How could the global economy perform, and which currencies do we think will under- and outperform in 2025? Listen to this week’s FX Talk episode to find out! We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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2024 in FX: A Year in Review 20:46

26 weeks 전20:46

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20:46

2024 has been another highly eventful year in financial markets. Political developments have dominated the headlines following the collapse of governments in Germany and France, and election wins for Donald Trump and Keir Starmer’s Labour Party. Central banks globally have continued to lower policy rates and we’ve seen another outperformance in the US economy relative to its developed peers. This has boosted the dollar to near the summit of the year-to-date FX performance tracker. Our analysts give their thoughts on the main developments in markets this year, while also discussing the December policy announcements from the Federal Reserve and Bank of England. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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French political turmoil and its impact on ECB policy 18:08

28 weeks 전18:08

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18:08

The main theme in currency markets since the US election has continued to be broad dollar strength. The greenback has rallied against most major and emerging market currencies in the past month, as investors brace for higher US inflation, a hawkish Federal Reserve and hefty tariffs under the second Trump administration. The big underperformer in that time has been the euro, which continues to languish near two-year lows. Renewed political uncertainty in France further clouds the outlook for the common currency, following the collapse of Michel Barnier’s government. But, what does this political wrangling mean for the European Central Bank? We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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Trump wins historic US election: What it means for FX 22:19

32 weeks 전22:19

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22:19

Donald Trump has once again outperformed the polls and romped home to a comfortable victory in the US presidential election. Markets were bracing for a knife-edge vote but, in reality, it was anything but, with Trump set to win in all seven battleground states once the final results are confirmed. The US dollar soared across the board, posting its largest one-day rally since the Brexit vote in 2016. But, what does the election mean for the US and global economies? And what do our analysts make of the reaction thus far in the FX market? Listen to our US election special to find out more! We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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A US election special: How could the vote impact FX? 22:32

34 weeks 전22:32

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22:32

November’s US presidential election is shaping up to be a highly important risk event for financial markets. Former president Trump has opened up a narrow lead in the latest opinion surveys, although most prediction models suggest that the outcome of the vote is far from set in stone. But what could the result of the election mean for US domestic and foreign policy? How important could the composition of Congress be in the election? And what would both a Trump or Harris presidency mean for the US dollar and emerging market currencies? Our analysts give their thoughts on these questions and more in this US election special. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…

FX Talk - an Ebury podcast

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How rising Middle East tensions could impact currency markets 20:51

36 weeks 전20:51

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20:51

The dollar has roared higher against most currencies since our last episode amid a confluence of supportive factors. Heightened tensions in the Middle East have fuelled safe-haven flows, while triggering a move higher in oil prices. US macroeconomic news has also taken a turn for the better, with last Friday’s nonfarm payrolls report smashing past even the most optimistic of forecasts. In this week’s episode, we discuss the recent rally in the greenback, the FX implications for the ongoing conflict in the Middle East and the fallout from some surprisingly dovish comments from governor of the Bank of England Andrew Bailey. We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!…