Middle East conflict rocks markets: Dollar tumbles as ceasefire struck
Rising geopolitical tensions in the Middle East have dominated activity in currency markets in the past fortnight or so. The safe-haven dollar gained across the board as the conflict between Israel and Iran intensified, although news of a US brokered ceasefire has buoyed risk appetite and sent the greenback crashing to its lowest level in three years. The Federal Reserve held interest rates steady at its June policy meeting, with FOMC members appearing divided over the path ahead for policy. Meanwhile, the latest data suggests that Britain’s labour market appears to be faltering, but what does this mean for the UK economy 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!
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19:06
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19:06
US economy defying the odds, but is it recession proof?
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!
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22:21
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22:21
US and China strike trade accord: what it means for markets
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!
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20:21
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20:21
The dollar’s wild ride, and is a US recession inevitable in 2025?
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!
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25:54
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25:54
US dollar tanks as Trump’s dramatic tariff U-turn stuns markets
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!
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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