Join host Cormac Cunnane from the AIB Treasury team and AIB Chief Economist David McNamara as they break down the latest Economic Outlook report:

• Ireland’s growth forecast is revised up, with strong domestic demand and resilient multinationals.
• Tariff risks have eased, with effective rates lower than expected and key sectors shielded.
• Labour market growth is slowing, but wage growth remains solid.
• Risks are more balanced, with inflation and global events still in focus.
• This edition’s theme: AI’s early impact on growth, jobs, and productivity.

Stay informed and subscribe for more expert insights on Ireland’s economy and financial markets.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

In this episode of AIB Market Talk, host Joanne McCabe from AIB’s Customer Treasury Services team is joined by Senior Economist John Fahey to unpack the latest developments in global financial markets.

Tune in as they discuss:

• The outcomes of recent ECB, Bank of England, and Federal Reserve meetings, including policy decisions and market surprises.
• Why the ECB remains steady, the Fed delivered a rate cut but with less dovish guidance, and the Bank of England signals a possible cut in December.
• The impact of the US government shutdown on monetary policy and market data, and how its resolution could influence the Fed’s next move.
• Currency market trends, with a focus on the US dollar’s renewed momentum, euro-dollar forecasts, and the factors shaping sterling’s outlook ahead of the UK budget.
• Insights into interest rate expectations for the eurozone, US, UK, and Japan, and what these mean for investors and businesses as we approach year-end.

Whether you’re a business leader, investor, or simply keen to stay informed, this episode delivers expert analysis on the forces driving today’s markets. Subscribe to AIB Market Talk for regular updates and insights from AIB’s team of specialists.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

Join host Sarah McGinley from AIB Treasury and AIB Chief Economist David McNamara for the latest PMIs edition of AIB Market Talk. In this episode, they unpack the latest AIB Ireland Manufacturing and Services PMI data for October, exploring:

• Why services sector activity has rebounded to its strongest level this year, and what’s driving the surge
• The shift in manufacturing trends, with growth easing after a strong start to 2025
• Insights into export markets, including the impact of weaker demand in Europe and ongoing tariff uncertainties
• Sector highlights: robust growth in business, financial, and technology services, and the evolving role of AI in employment trends
• Forward-looking business sentiment and what the latest PMI figures signal for Ireland’s economic outlook

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

Join host Mark McKevitt from AIB’s Customer Treasury Team and AIB Senior Economist John Fahey for the October Market Moves edition of AIB Market Talk. In this episode, they break down the latest developments in the financial markets, including:

• Recent shifts in the euro, dollar, and yen, and the drivers behind currency movements
• The impact of political events, such as the resignation of the French Prime Minister and leadership changes in Japan
• What to expect from the upcoming UK and Eurozone budgets, and their implications for fiscal sustainability
• Central bank outlooks: ECB, Bank of England, and US Federal Reserve rate expectations for the coming months
• Key forecasts for EUR/USD and EUR/GBP through year-end and into 2026

Whether you’re a business leader, investor, or simply interested in market trends, this episode offers clear, expert insights to help you stay informed.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

Join Joanne McCabe and Chief Economist David McNamara as they break down the latest AIB Irish Manufacturing and Services PMI data. The pair discuss key trends in sector growth, export dynamics, employment shifts, and the impact of global events on Ireland’s economy. Listen to our Treasury team as they talk insights into the resilience of Irish business as we enter the final quarter of 2025, with a spotlight on standout sectors and the outlook for the months ahead.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

As global markets brace for pivotal central bank decisions, this episode dives into the upcoming Federal Reserve meeting, where a potential rate cut could signal a shift in U.S. monetary policy. Meanwhile, the European Central Bank holds steady, opting to keep rates unchanged despite persistent inflation concerns. What do these diverging strategies mean for investors, businesses, and the broader economy? Join our Chief Economist, David McNamara, and Sarah McGinley from our Treasury team, as they unpack the implications, explore market reactions, and discuss what’s next for global financial markets.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

AIB’S Chief Economist David McNamara and AIB Treasury’s Jason Rehill review the August Irish PMI surveys, discussing strong growth for the manufacturing sector with employment continuing to increase and trade to the US surging. There’s a review of slowing service sector activities, while employment rates continuing to fall. There’s an examination of the slowdown in the Irish economy following rapid growth, and finally the sense of global economic uncertainty flowing from the impact of tariffs. 

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

In this week’s Market Talk podcast, AIB’s Senior Economist, John Fahey, and AIB Treasury’s Jane Kavanagh, discuss volatility in the financial markets. They also review central bank activity, considering the outlook for interest rates for the second half of 2025 and discuss the impact of tariffs on inflation. The team also looks at the currency markets, with the euro gaining against the dollar for first time this year.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

AIB’s Chief Economist, David McNamara, and AIB Treasury’s Sarah McGinley review the latest Manufacturing and Services PMI surveys. They show the manufacturing sector grew in July, with pharma exports on the increase. While the services sector showed weakening trends in transport, tourism and leisure, with a fall in activity impacting weak employment growth. The discussion also looks at the impact of tariff deals globally and how tariffs are impacting the US economy.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt discuss the current finance markets, the future impact of tariffs, the recent changes in sterling with Bank of England rate cuts, and central bank rates with no changes in the ECB and US Fed.

Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer.

Registered in Ireland: No: 24173
Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland

AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2