From Dollar to Yen: Answering Policy Questions From Around the World
In this episode of Currency Exchange, host Brian Dangerfield and G10 FX strategist Paul Robson dissect the latest central‑bank actions and their impact on major FX pairs. They examine the ECB’s modest 25‑bp hike amid Middle‑East uncertainty, the Bank of England’s cautious stance ahead of its meeting, and the Fed’s upcoming policy decision under new chair Jerome Powell, noting surprisingly strong US labour data and its effect on the dollar. Robson emphasizes that euro‑dollar moves are driven more by yield differentials than geopolitical headlines, while the UK’s fiscal politics and a key by‑election add another layer of risk. Overall, the discussion highlights how policy uncertainty and regional shocks are shaping currency dynamics across the dollar, euro, yen, and sterling.
Xi, Putin and Pressures on Asia FX
In this episode, NatWest Markets FX’s Asia Head of Strategy, Aditya Sharma, contrasts the recent diplomatic ceremonies in China for President Trump and President Putin, noting the similar pomp but differing political subtexts. He highlights China’s strong energy reserves and...
Sterling's Resilience and China’s Tactical Game
In this episode of the Currency Exchange podcast, NatWest Markets’ G10FX strategist Paul Robson explains why sterling has remained surprisingly resilient despite Middle‑East turmoil, citing safe‑haven flows, historic UK‑GCC links, and limited fast‑money pressure. He then assesses the impact of...
Calmed by Uncertainty
In this episode of NatWest’s Currency Exchange, FX strategists Brian Dangerfield and Paul Robson examine why major G10 currency markets have remained unusually calm despite the heightened geopolitical risk from the Iran‑related Middle East conflict. They attribute the lull to...
Emerging Markets, Trade and Politics
In this episode, host Eimear Daly and emerging‑market specialist Aditya Sharma break down the newly signed India‑US trade agreement, highlighting how it could boost Indian equities and strengthen the rupee by improving export competitiveness and attracting foreign investment. They then...
Where Has Market Volatility Gone?
In this episode of Currency Exchange, host Brian Daingerfield and FX strategist Paul Robson examine why foreign‑exchange markets have become unusually calm despite major geopolitical headlines. They explore the pound’s recent outperformance versus the euro, the upcoming UK economic releases,...