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AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
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Join host Cormac Cunnane from the AIB Treasury team and AIB Chief Economist David McNamara as they break down the latest Economic Outlook report: Ireland’s growth forecast is revised up, with strong domestic demand and resilient multinationals.Tariff risks have eased, with effective rates lower than expected and key sectors shielded.Labour market growth is slowing, but wage growth remains solid.Risks are more balanced, with inflation and global events still in focus.This edition’s theme: AI’s...
In this episode of AIB Market Talk, host Joanne McCabe from AIB’s Customer Treasury Services team is joined by Senior Economist John Fahey to unpack the latest developments in global financial markets. Tune in as they discuss: The outcomes of recent ECB, Bank of England, and Federal Reserve meetings, including policy decisions and market surprises.Why the ECB remains steady, the Fed delivered a rate cut but with less dovish guidance, and the Bank of England signals a possible cut in December....
Join host Sarah McGinley from AIB Treasury and AIB Chief Economist David McNamara for the latest PMIs edition of AIB Market Talk. In this episode, they unpack the latest AIB Ireland Manufacturing and Services PMI data for October, exploring: Why services sector activity has rebounded to its strongest level this year, and what’s driving the surgeThe shift in manufacturing trends, with growth easing after a strong start to 2025Insights into export markets, including the impact of weaker demand ...
Join host Mark McKevitt from AIB’s Customer Treasury Team and AIB Senior Economist John Fahey for the October Market Moves edition of AIB Market Talk. In this episode, they break down the latest developments in the financial markets, including: Recent shifts in the euro, dollar, and yen, and the drivers behind currency movementsThe impact of political events, such as the resignation of the French Prime Minister and leadership changes in JapanWhat to expect from the upcoming UK and Eurozone bu...
Join Joanne McCabe and Chief Economist David McNamara as they break down the latest AIB Irish Manufacturing and Services PMI data. The pair discuss key trends in sector growth, export dynamics, employment shifts, and the impact of global events on Ireland’s economy. Listen to our Treasury team as they talk insights into the resilience of Irish business as we enter the final quarter of 2025, with a spotlight on standout sectors and the outlook for the months ahead. Visit our website and subscr...
As global markets brace for pivotal central bank decisions, this episode dives into the upcoming Federal Reserve meeting, where a potential rate cut could signal a shift in U.S. monetary policy. Meanwhile, the European Central Bank holds steady, opting to keep rates unchanged despite persistent inflation concerns. What do these diverging strategies mean for investors, businesses, and the broader economy? Join our Chief Economist, David McNamara, and Sarah McGinley from our Treasury team, as t...
AIB’S Chief Economist David McNamara and AIB Treasury’s Jason Rehill review the August Irish PMI surveys, discussing strong growth for the manufacturing sector with employment continuing to increase and trade to the US surging. There’s a review of slowing service sector activities, while employment rates continuing to fall. There’s an examination of the slowdown in the Irish economy following rapid growth, and finally the sense of global economic uncertainty flowing from the impact of tariffs...
In this week’s Market Talk podcast, AIB’s Senior Economist, John Fahey, and AIB Treasury’s Jane Kavanagh, discuss volatility in the financial markets. They also review central bank activity, considering the outlook for interest rates for the second half of 2025 and discuss the impact of tariffs on inflation. The team also looks at the currency markets, with the euro gaining against the dollar for first time this year. Visit our website and subscribe to receive AIB's Economic Analysis d...
AIB’s Chief Economist, David McNamara, and AIB Treasury’s Sarah McGinley review the latest Manufacturing and Services PMI surveys. They show the manufacturing sector grew in July, with pharma exports on the increase. While the services sector showed weakening trends in transport, tourism and leisure, with a fall in activity impacting weak employment growth. The discussion also looks at the impact of tariff deals globally and how tariffs are impacting the US economy. Visit our website and subs...
AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt discuss the current finance markets, the future impact of tariffs, the recent changes in sterling with Bank of England rate cuts, and central bank rates with no changes in the ECB and US Fed. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered ...
AIB's Senior Economist John Fahey, Head of Real Estate Finance Research Pat O’Sullivan and AIB Treasury’s Jason Rehill discuss the June PMI construction survey report, featuring commercial activity growth and a loss of momentum in residential activity. They also discuss the office market trends for investors, how supply and demand continue to increase market prices in the housing market, and the slowdown in apartment supply. Visit our website and subscribe to receive AIB's Economic Analysis d...
AIB’s Senior Economist John Fahey and AIB Treasury’s Cormac Cunnane discuss what is driving growth, the manufacturing sector supporting the increase in employment, the loss of momentum in the Irish services sector and the increase of momentum in the manufacturing sector, a review of the tariff policy and challenges for the Irish tourism industry. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full leg...
On the latest the latest AIB Market Talk AIB Senior Economist John Fahey and AIB’s Treasury Jane Kavanagh discuss topics including volatility in the finance markets, the upcoming central bank meetings, the US Economy outlook, new tariff policies, the UK economy and the current trading ranges. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/...
The latest AIB Market Talk is here, featuring an in depth look at the latest AIB Ireland PMI reports. In manufacturing, there’s been a strong upturn in production, while in the services sector, prices continue to increase at a strong pace and the tourism sector has seen a slowdown. We also discuss the continued increase in both inflation and employment rates. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB ....
AIB’s Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest macro-economic outlook for the Irish economy, resilience in the consumer and labour market outlooks and geopolitical risks to growth. Read the full economic the outlook on the AIB FX centre here Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-...
AIB’s Senior Economist John Fahey and AIB Treasury’s Ed Wilson discuss the latest on interest rates, central bank positions and the waiting game for implications of trades tensions on the global economy. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is...
AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports including the slowing service sector, weakening services economic outlook, rising input cost inflation and economic impacts of international trade tensions. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclai...
AIB’s Chief Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest news on tariffs, impacts on global trade and economies and key upcoming information releases to keep an eye on. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulate...
AIB’s Chief Economist David McNamara and AIB Treasury’s Jason Rehill discuss the latest AIB Ireland PMI reports including the positive picture for manufacturing despite looming threats, very strong growth in services, the market reactions following the US tariff announcements and how tariffs might impact Irish industries. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be view...
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest global market updates including: Interest rate expectations from Central Banks Tariff and trade policy impacts on the DollarEuro boosted by Eurozone news flowThe resilience of SterlingVisit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaime...
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