Beste Ebu podcaster (2025)

1
26.3.2025 - EBU - תמרה בלטר - עורכת 2:00:00

4d ago2:00:00

2:00:00

26.3.2025 - EBU - תמרה בלטר - עורכת See omnystudio.com/listener for privacy information.Av כאן

1
Germany’s fiscal bazooka: A shot in the arm for the euro? 22:27

5d ago22:27

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, i…

1
19.3.2025 - EBU - תמרה בלטר - עורכת 2:00:01

11d ago2:00:01

2:00:01

19.3.2025 - EBU - תמרה בלטר - עורכת See omnystudio.com/listener for privacy information.Av כאן

1
12.3.2025 - EBU - תמרה בלטר - עורכת 2:00:00

18d ago2:00:00

2:00:00

12.3.2025 - EBU - תמרה בלטר - עורכת See omnystudio.com/listener for privacy information.Av כאן

1
US dollar tanks: Are markets calling Trump’s tariff bluff? 17:57

25d ago17:57

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…

1
5.3.2025 - EBU - תמרה בלטר - עורכת 1:59:59

25d ago1:59:59

1:59:59

5.3.2025 - EBU - תמרה בלטר - עורכת See omnystudio.com/listener for privacy information.Av כאן

1
What UK inflation spike means for Bank of England rates 22:45

1M ago22:45

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 …

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Trump’s tariffs trigger frantic currency trading 28:06

2M ago28:06

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 …

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

2M ago32:10

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 p…

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

3M ago29:23

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 t…

1
2024 in FX: A Year in Review 20:46

3M ago20:46

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…

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

4M ago18:08

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 th…

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

5M ago22:19

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 …

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

5M ago22:32

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 a…

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

6M ago20:51

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 …

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Fed stuns markets with bumper 50 basis point rate cut 23:33

6M ago23:33

23:33

The Federal Reserve surprised markets last week, delivering a jumbo 50 basis point rate cut. Yet, the bank’s famous ‘dot plot’ of interest rate projections was moderately more hawkish than expected, which limited the downside in the US dollar. Meanwhile, the Bank of England held rates steady, emphasising again that additional cuts are likely to be …

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Dollar struggles amid US economic slowdown fears 24:35

7M ago24:35

24:35

The dollar has had a wretched summer thus far, as investors fret over the possibility of a US recession amid signs of a cooling in the country’s labour market. In this week’s FX Talk episode, our analysts outline whether these economic slowdown concerns are overdone, or indeed justified. They also look ahead to a highly important period of trading …

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Bank of England cuts rates, but what does this mean for sterling? 21:22

8M ago21:22

21:22

The Bank of England slashed its policy rate by 25 basis points for the first time since 2020 on Thursday in a narrow 5-4 vote. While this was not fully priced in by markets, the bank’s statement struck a cautious note on future cuts, warning that rates would not be lowered too much or too quickly. This partly allowed GBP to hold its own following t…

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What Trump assassination attempt means for US election and the dollar 24:45

9M ago24:45

24:45

The last few weeks have been action packed in financial markets. Political news has been front and centre following elections in the UK and France, and the shocking assassination attempt on Donald Trump over the weekend. While the dollar received a modest boost on the growing likelihood of a Trump election win, the greenback is trading lower on mos…

1
French election uncertainty grips currency markets 25:50

9M ago25:50

25:50

Activity in the FX market since our last episode has been largely dominated by political jitters, with both France and Britain to go to the polls in crucial elections in the coming weeks. While the UK general election appears a foregone conclusion, the French legislative elections are anything but. We break down the possible scenarios of the latter…

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The year of elections - What this means for the currency market 20:20

11M ago20:20

20:20

2024 looks set to go down in the history books as one of the most significant years in global politics in modern times, with almost half of the world’s population to take to the polls in some capacity. A historic rematch between current US President Joe Biden and former President Donald Trump looks highly likely when Americans take to the polls in …

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The FX ramifications of a wider Middle East war 23:21

12M ago23:21

23:21

The FX market has been sparked back into life in the past fortnight. A bout of strong data out of the US economy, notably the March inflation and nonfarm payrolls reports, has led markets to push back their timetable for Federal Reserve interest rate cuts. Heightened tensions in the Middle East following Iran’s missile attack on Israel has also tri…

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When will the Bank of England cut UK interest rates? 19:38

12M ago19:38

19:38

March was an extraordinarily busy month in the foreign exchange market, with a host of major central bank announcements creating an interesting trading environment. The Bank of Japan and Swiss National Bank both surprised investors, with the former raising interest rates for the first time since 2007, while the latter cut its main rate one meeting …

1
Exploring the dollar's decline and busy week of central bank decisions 22:48

1y ago22:48

22:48

The big talking point in the FX market in the past couple of weeks has been the sell-off in the US dollar, which has lost ground against almost every currency globally. FOMC chair Powell has hinted that a first US rate cut may be close, and markets are now eyeing the bank’s June meeting as the start date for easing. US macroeconomic data, meanwhile…

1
US convergence with Europe raises doubts over dollar strength 20:14

1y ago20:14

20:14

In this week’s episode, our analysts discuss the latest business activity PMI numbers out of the G3 economies, which seem to be pointing to a convergence in economic performance between the US and its major peers. Matt, Enrique and Roman also give their thoughts on what to expect from next week’s European Central Bank meeting. While the economy in …

1
UK follows Japan into recession 24:45

1y ago24:45

24:45

The UK economy crashed into a technical recession in the second half of 2023, after Britain’s GDP contracted for the second straight quarter in Q4. While this was no big surprise to investors, the magnitude of the downturn was more severe than anticipated. But, what impact did the news have on the pound? And how could the UK’s disappointing growth …

1
FX 101: Jargon Busting - FX terminology made easy 7:35

1y ago7:35

7:35

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
Will the UK manage to avert a recession? 21:53

1y ago21:53

21:53

In this week's episode, we delve into key economic data releases and major central bank meetings that lie ahead. Recently, the USD has demonstrated notable strength, rallying across all G10 currencies. The driving force behind this surge? Markets adjusting expectations as the likelihood of a Fed rate cut in March dips below 50%, marking the first t…

1
FX 101: FX market structure and the role of liquidity providers 7:48

1y ago7:48

7:48

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
What to expect in the FX market in 2024 23:05

1y ago23:05

23:05

In this week's episode, our analysts turn their attention to the year ahead, and give their thoughts on what to expect in the FX market in the coming twelve months. What will be the most important themes in markets this year, and how could central bank easing cycles and the US and UK elections impact currencies? We also give our thoughts on the glo…

1
Fed's bold pivot sets the stage for 2024 23:47

1+ y ago23:47

23:47

In this episode, we delve into the aftermath of the Federal Reserve's unexpectedly dovish shift following its December policy meeting. FOMC Chair Powell said the ‘progress’ had been made on inflation, while noting that discussions were already being had on interest rate cuts. The ‘dot plot’ was also revised lower, suggesting a total of 75 basis poi…

1
Falling inflation spells end to central bank rate hikes 20:12

1+ y ago20:12

20:12

We unpack the recent inflation developments, focusing on the disappointing October US and UK CPI reports. These both fell short of market expectations, leading to no shortage of volatility in markets. US headline inflation dropped sharply to 3.2%, while monthly inflation failed to rise for the first time since July 2022. This, coupled with a two-ye…

1
FX 101: A brief history of currencies 10:50

1+ y ago10:50

10:50

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
Fed, BoE and Scandi FX with Ebury’s Head of Nordics 22:03

1+ y ago22:03

22:03

We have a special guest in this episode of FX Talk, Ebury's Head of Nordics, Carl Lindh, as we debate the outlook for the main currencies in Scandinavia. Before we get into that, we discuss the fallout from the latest major central bank meetings, and October’s underwhelming US nonfarm payrolls report. Both the Federal Reserve and the Bank of Englan…

1
Middle East tensions fuel safe-haven rush 21:19

1+ y ago21:19

21:19

The ongoing conflict between Israel and Palestine has taken centre stage, with a focus on the recent Hamas attacks and the Israeli military's retaliatory actions. Meanwhile, financial markets remain fixated on economic data and central bank decisions. Following our previous episode, most currencies rebounded against the dollar, thanks in part to a …

1
US dollar reigns supreme: Is the market getting carried away? 18:31

1+ y ago18:31

18:31

September was a very busy month in the FX market, dominated by a host of major central bank meetings. Events kicked off with the ECB, which delivered a ‘dovish hike’, whereby it raised rates, but suggested that there was minimal appetite to hike again. Investors were taken aback by the Bank of England’s decision to hold rates steady, after the Augu…

1
Turbulence in China: How EM currencies are feeling the heat 23:02

1+ y ago23:02

23:02

In recent weeks, the USD has performed well largely due to safe-haven flows, which came about because of investors' concerns about economic slowdown in China. The slowdown is being evidenced by disappointing data like GDP, PMI, retail sales, and industrial production, along with issues in the property sector. On the other hand, the US economy has s…

1
FX 101: Understanding Exchange Rate Regimes 9:06

1+ y ago9:06

9:06

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
Central banks turn dovish: Are rate hikes at an end? 28:18

1+ y ago28:18

28:18

August is typically a quiet month in the financial markets as investors often take a break, seeking sunnier climates elsewhere. In consequence, volatility can be relatively low, and currency trades tend to be narrower due to the lack of substantial economic news or announcements. Predicting whether this pattern will follow suit this year is challen…

1
Dollar in distress: US inflation miss shakes markets 23:48

1+ y ago23:48

23:48

The past fortnight has been eventful with high volatility observed in both Emerging Markets (EM) and major currencies. The significant development was a sharp decline in the US Dollar (USD). Indeed, the USD Index reported one of the largest weekly sell-offs since the Global Financial Crisis. Investors reacted to a less-than-expected set of US infla…

1
FX 101: What is GDP, and how is it calculated? 8:32

1+ y ago8:32

8:32

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
Major central banks vs. emerging markets: A tale of diverging policies 25:33

1+ y ago25:33

25:33

Recording during a relatively calm period in the foreign exchange market. Most major currencies are experiencing narrow ranges, partly due to the summer season and national holidays, including Independence Day on July 4th in the US. Typically, summers are quieter for currency markets, but they haven't been completely inactive recently. Central bank…

1
Danger lurks in uncertain inflation outlook: How currencies navigate choppy waters 20:07

2y ago20:07

20:07

In this episode, we discuss the recent volatility in financial markets due to a number of major economic data releases and central bank announcements. The Federal Reserve delivered a hawkish pause, hinting at the possibility of raising interest rates on two more occasions in 2023, while the European Central Bank raised rates yet again and indicated…

1
How the May NFP report rocks the Fed's boat 21:52

2y ago21:52

21:52

In this exhilarating episode of FX Talk, our Market Analysts dive deep into the highly anticipated Federal Reserve and European Central Bank (ECB) meetings, set to take place on the 14th and 15th of June, respectively. Delve into the speculations surrounding the Fed's decision on interest rates and the impact of the latest Non-Farm Payroll (NFP) re…

1
FX 101: Inflation explained 8:34

2y ago8:34

8:34

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
EUR/USD slides on hawkish Fed bets, weak euro area data 22:34

2y ago22:34

22:34

We dive into the main reasons behind the recent strength of the US dollar in the global markets. The USD has been trading higher against most other G10 and emerging market currencies, except for a few exceptions such as Latin American ones. We explore what's been driving this rally, with a focus on market concerns surrounding the US debt ceiling an…

1
The Fed's rate cut dilemma: 2023 or 2024? 18:47

2y ago18:47

18:47

Amidst important data releases, the US NFP beat expectations, but the US CPI reported a decline in inflationary pressures. G10 currencies have seen the USD as the worst-performing currency for the past two months (except for JPY), largely due to an increasingly confident market that the Fed is finished hiking rates after May meeting. In contrast, t…

1
FX 101: How do central banks impact the FX market 9:16

2y ago9:16

9:16

Our FX 101 series provides a strong foundation of knowledge and terminology to better understand the more in-depth discussions and analysis covered in our regular episodes of FX Talk. By offering a range of topics and insights, FX 101 helps you build a solid understanding of FX and its complexities, and ultimately serves as a starting point in doin…

1
China's economy bounces back. But what about its currency? 27:14

2y ago27:14

27:14

Welcome to the latest episode of FX Talk, where we bring you all the latest news, headlines, and developments in the foreign exchange market. In this fortnightly dose, we cover the most important events that have occurred since our last episode. Despite a quieter period in the markets, banking uncertainty has been a key focus, which has now signifi…

1
Assessing the banking turmoil: Is the market panic an overreaction or justified? 25:41

2y ago25:41

25:41

In this episode, we discuss the recent banking turmoil, specifically the failure of SVB and its impact on the market. SVB's sensitivity to interest rate risk and its investment in long-duration bonds led to a significant mark-to-market hole in its balance sheet, causing depositors and investors to withdraw their funds en masse. This panic has contr…

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