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 impact the tone of Fed Chair Powell’s communications at this week’s FOMC meeting? And what might it mean for the path of US rates in 2026?In the meantime, US President Trump and Chinese President Xi will be meeting on Thursday in an attempt to hash out a trade deal. But, will we see a deal, another delay or a collapse in the negotiations? We also cast an eye on the outlook for the Argentine peso following the strong support for President Milei at the weekend’s midterm elections.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!
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33:38
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33:38
Bond markets flag troubles ahead (with special guest Kallum Pickering)
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 markets space, having made many appearances down the years on the likes of Bloomberg and CNBC. He also has regular columns in the Telegraph, the Spectator and the Evening Standard. This week, we chat about global bond markets, fiscal policy and the current predicament that governments find themselves in. Debt levels are rising, borrowing costs are increasing and ageing populations are putting a stain on the public coffers. But what does this mean for the global economy, and how can authorities address the issue? We also give our thoughts on what to expect at November’s UK Autumn Budget.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!
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52:14
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52:14
Key data from Europe diverges
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 Reserve’s latest decision? Our analysts also dissect the latest monetary policy decisions in Scandinavia, where both the Riksbank and the Norges Bank joined the Fed in cutting interest rates.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!
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17:25
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17:25
Trump vs. China: The fallout (with special guest Isabel Ye)
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 businesses reacting? Can China keep its advantage over the rest of the region and how can Ebury assist in the current environment. Isabel tells us all!In markets, the dollar sank following the release of another soft US payrolls report. What does the data tell us about the state of the world’s largest economy? And how will the Fed respond at its upcoming meeting next week?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!
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27:10
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27:10
Powell drops a bombshell at Jackson Hole
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 mean for the US dollar?Our analysts also dissect the latest encouraging business activity PMI figures out of the Euro Area, and break down the implications of last week’s worrisome UK inflation figures for both the pound and Bank of England interest rates.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!
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.
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