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 ...
In this episode of Currency Exchange, host Brian Daingerfield and Ian Vanderhorn discuss the current state of the US dollar and the Federal Reserve's expectations for interest rate cuts. They highlight the implications of recent labour market data and inflation readings, as well as the legal back-and-forth surrounding President Trump’s tariff moves. Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big...
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 ...
