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 ...
De-escalations in trade, but re-escalations in inflation?
The Currency Exchange - An FX Podcast by NatWest
20 minutes
6 months ago
De-escalations in trade, but re-escalations in inflation?
This week Brian Daingerfield and Paul Robson discuss the current state of global markets, focusing on unexpected strength in the UK economy and the impact of recent US trade de-escalation on the dollar. But what challenges lie ahead for growth and monetary policy on both sides of the Atlantic? This episode was recorded on 15 May 2025. For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https...
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 ...
