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 ...
Brian Daingerfield and Paul Robson dig into the latest US and UK data prints and discuss how labour and inflation trends are affecting their views on the GBP and USD outlook. They look ahead to what we might expect from the forthcoming European Central Bank meeting – and the potential impact on the outlook for EURUSD. And they consider the impact of recent shifts in US trade policy on markets more broadly, and the market whiplash around media reports about Fed Chair Powell’s fate. NB. This ...
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 ...
