FX Talk - an Ebury podcast

Listen to what our analysts have to say about the latest FOMC policy meeting and what they expect from the financial markets in Augusta and early September. 

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! 

It is been a period that has been largely characterized by ‘risk off’ trading. If we look at the FX performance tracker for the past month, the three best performers in the G10 have been the traditional safe-havens. The swiss franc, Japanese yen, and US dollar - in that order. Meanwhile, the higher risk currencies, including the Norwegian krone and Australian dollar, have largely underperformed.

This has a lot to do with the aggressive spread of the delta variant of the COVID-19 virus around much of the world. We’re seeing relatively sharp increases in infection in many nations, including some of the major ones. The real cause for concern is the sharp uptick in contagion witnessed in those nations that have so far lagged behind in vaccinations.

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! 

We’re going to start this episode by talking about Friday’s nonfarm payrolls report - the impact it had on the market and our general thoughts I guess on the strength of the US labour market.

Most currencies, particularly the major ones, spent much of it within rather narrow ranges amid a lack of significant newsflow. On Friday, however, we did see some volatility following the release of the monthly US nonfarm payrolls report.

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! 

We had said on this podcast two weeks ago that we thought the Fed would likely take on a less dovish stance in light of rising inflation and the strong recovery in the US economy. That was indeed the case, and in fact the bank surprised most of the market by signaling it is becoming increasingly concerned with the aggressive increase in US prices.

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 main focus of this episode will be on the upcoming G3 central bank meetings. We’ll start by talking about Thursday’s ECB meeting. Then we'll move on to talk about next Wednesday’s Federal Reserve meeting, which promises to be an equally important one for 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! 

In this episode we start by talking about the key theme in financial markets at the moment, and one of the main causes of concern for investors.  There is a recent increase in global inflation, which causes a change in the price of goods and services over time. We are seeing signs of a sharp uptrend in prices, as restrictions are eased and economies are reopened again. 

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! 

This time on FXTalk our market experts discuss the underwhelming US payroll report, and how the dollar has reacted. Prior to Friday's report investors were bracing for a massive increase of jobs. Growth economists were expecting a number close to 1 million jobs created, but the actual number was considerably lower.

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! 

In this episode, we begin by talking about the recent sell-off of the US dollar. In our second topic, we focus on a busy couple of days for the euro towards the end of this 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! 

The vaccination race is still ongoing - which currencies are doing well and which are lagging behind? Listen to our analysts discuss it here on episode five. 

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! 

It was a busy week in terms of central bank meetings. Investors awaiting the bank's macroeconomic rejections and its view on the recent increase in European bond yields.  Listen to this week's 20 min. update here. 

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!