In this lookahead to 2026, host Tim Phillips is joined by Eimear Daly, Paul Robson and Brian Daingerfield to discuss key themes shaping the year ahead. They start with the dollar, where 2026 is expected to be dominated by the Fed’s interest rate policy. Should we expect a policy error if rates are kept low under new Fed leadership and continued fiscal expansion? And what, crucially, does this mean for the dollar's exceptional status in foreign reserves? They also discuss how FX ...
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In this lookahead to 2026, host Tim Phillips is joined by Eimear Daly, Paul Robson and Brian Daingerfield to discuss key themes shaping the year ahead. They start with the dollar, where 2026 is expected to be dominated by the Fed’s interest rate policy. Should we expect a policy error if rates are kept low under new Fed leadership and continued fiscal expansion? And what, crucially, does this mean for the dollar's exceptional status in foreign reserves? They also discuss how FX ...
Listen to host Brian Daingerfield and guest Ian Vanderhorn discuss recent developments in foreign exchange markets, focusing on the strengthening of the dollar due to trade deals, the Federal Reserve's stance on interest rates, and the contrasting approaches of central banks like the Bank of Canada. They also analyse the implications of the quarterly refunding announcement by the Treasury and its impact on interest rate dynamics. Remember to hit subscribe so you can listen to the latest epis...
The Currency Exchange - An FX Podcast by NatWest
In this lookahead to 2026, host Tim Phillips is joined by Eimear Daly, Paul Robson and Brian Daingerfield to discuss key themes shaping the year ahead. They start with the dollar, where 2026 is expected to be dominated by the Fed’s interest rate policy. Should we expect a policy error if rates are kept low under new Fed leadership and continued fiscal expansion? And what, crucially, does this mean for the dollar's exceptional status in foreign reserves? They also discuss how FX ...
