Archives: Podcasts

  • Are You Ready for 2027? preview: AI, chokepoints and the global battle for capital

    Steven Dooley speaks to Kevin Ford for an early preview of Are You Ready for 2027? They explore why the global economy is becoming more resilient yet more fragile, and what that means for businesses.

  • Euro crisis 2.0? France puts markets on alert

    French sovereign stress has returned to the centre of the FX conversation. As bond spreads widen and political uncertainty complicates the path toward fiscal consolidation, Kevin Ford and George Vessey consider whether comparisons with the original euro crisis are justified and what the fallout means for the euro, sterling and the ECB.

  • The Volatility Gap

    Moving money internationally has become faster, cheaper, and easier but none of this solves the business challenges caused by currency volatility. Head of Market Insights, Steven Dooley and Content Lead, Ingmar Apinis, talk about the impact FX volatility can have on margins, cash flow, and forecasting, how businesses can rethink the relationship between payments and…

  • Markets rattled: Rising yields, Fed hike fears and a yen surge

    Rising bond yields, hawkish Fed signals and higher oil prices drove markets, while a sharp USD/JPY sell-off added volatility.

  • Is this 2025 Déjà Vu? Debt, Yields and Dollar Doubt

    A relatively small Treasury intervention has sent a much larger signal across global markets. After the US announced plans to double its long-end buybacks, yields briefly retreated and the dollar came under pressure, bringing debt sustainability and policy credibility back into focus.

  • Markets looking through the risks

    Markets continue to look through a growing list of risks. Despite ongoing uncertainty in the Middle East, elevated oil prices, sticky inflation and the prospect of further central bank tightening, equities remain near record highs and volatility sits close to yearly lows.