After the flash crash

FromFT Hard Currency

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After the flash crash

FromFT Hard Currency

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1 minute

Released:

Oct 23, 2014

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Podcast episode

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As investors nurse losses from last week's flash crash in US bond yields, Delphine Strauss, currencies correspondent, asks Valentin Marinov, strategist at Citigroup, what it would take to restore their confidence in the dollar, whether the Bank of England will still worry about a strong pound, and what the ECB's bank stress tests will mean for the euro. For information regarding your data privacy, visit acast.com/privacy

Released:

Oct 23, 2014

Format:

Podcast episode

Titles in the series (100)

Financial Times foreign exchange correspondent Roger Blitz talks to experts on the currencies market about the week ahead, looking at the global political and economic factors driving the world’s largest market.

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Why QE doesn’t necessarily weaken currencies: In the FT’s look at the week ahead in forex, Elsa Lignos, senior G10 currency strategist at RBC Capital Markets tells Alice Ross, the FT currencies correspondent, why the ECB rate cut has sent the euro south why sterling isn’t a true haven currency. F... by FT Hard Currency
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Why all countries are looking for a weak currency: Kathleen Brooks, research director at Forex.com talks to FT currencies correspondent Alice Ross about the prospects for more – and different - QE in the USA, why action from the Bank of Japan to weaken the yen is unlikely, and why the Australian dollar... by FT Hard Currency
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No silver bullet for currencies: This week the FT's currency correspondent Alice Ross is joined by Humayun Sharyar, chief executive of hedge fund Auvest Capital Management, to discuss the Fed's decision not to introduce a third round of quantitative easing, the difficulty of... by FT Hard Currency
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Currency intervention watch: Valentin Marinov, director of FX strategy at Citi, talks to FT currencies correspondent Alice Ross about currency interventions, looking at why the Swiss National Bank will keep defending the Swiss franc’s peg with the euro in the face of increasing mo... by FT Hard Currency
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No silver bullet for currencies: This week the FT's currency correspondent Alice Ross is joined by Humayun Shahryar, chief executive of hedge fund Auvest Capital Management, to discuss the Fed's decision not to introduce a third round of quantitative easing, the difficulty o... by FT Hard Currency
1 min listen
What's stopping the dollar?: With the greenback trading at a two-week low against the euro, Delphine Strauss, currencies correspondent, asks Matt Cobon, head of rates and currencies at Threadneedle Investments, why the consensus bet on dollar strength is not yet paying off. Also, ... by FT Hard Currency
8 min listen
Yen intervention unlikely, but markets expect more ECB bond buying: Derek Halpenny, European head of global currency research at Bank of Tokyo-Mitsubishi, talks to Alice Ross, FT currencies correspondent about why intervention from the Bank of Japan into the yen is unlikely despite the currency’s strength and why whils... by FT Hard Currency
1 min listen
Is Switzerland the new China?: This week our currencies correspondent Alice Ross is joined by Kit Juckes from Société Générale to discuss what's going on behind the scenes with the Swiss franc, what next for the euro following the recent ECB meeting and the strength of the Aust... by FT Hard Currency
1 min listen
Is there any relief for emerging markets?: With the sell-off in EM currencies deepening, Delphine Strauss, currencies correspondent, asks Koon Chow of Barclays Capital, what is driving investors’ behaviour, how currency weakness will affect other assets - and which countries might welcome depre... by FT Hard Currency
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Pressures on the euro and safe havens: FT currencies correspondent Alice Ross talks to global head of FX strategy at HSBC David Bloom about the pressures on the euro and why he is forecasting a rise in value, the Norwegian krone’s haven status and why the pound is doing well. For informati... by FT Hard Currency
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Traders focus on yields: Simon Derrick, chief currency strategist at BNY Mellon and Alice Ross, FT currencies correspondent look at the week ahead in forex. Is the movement of funds out of the euro is a sign of flight, or the possible beginning of a carry trade in euros? Why t... by FT Hard Currency
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Haven currencies, who’s selling the euro and the Australian dollar: Currencies correspondent Alice Ross explores the trends driving the global currencies market, this week focusing on sterling’s status as a haven currency, why the euro is still strong against the dollar and how a further rate cut in Australia will impa... by FT Hard Currency
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The other view on Greece and QE prospects for the US and UK: FT currencies correspondent Alice Ross talks to Steven Saywell, head of FX currency strategy in Europe at BNP Paribas about why he thinks a Greek exit is unlikely and remains bullish on the euro, as well as a look ahead to the US non-farm payroll data ... by FT Hard Currency
1 min listen
Commodity currencies and the US dollar: With the Australian and New Zealand dollars hitting multi-month lows against the US dollar, Elsa Lignos, currency strategist at RBC Capital joins currencies correspondent Alice Ross to discuss the mood on commodity currencies. Also, is central bank int... by FT Hard Currency
8 min listen
Will 2013 be the year of yen weakness?: As Japan prepares for an early election on December 16, the yen has come under pressure, falling against the dollar. Will this trend continue into next year? Ian Stannard, head of European FX strategy at Morgan Stanley, joins Alphaville reporter David ... by FT Hard Currency
9 min listen
ECB backing sustains euro rise: Jane Foley, senior currency strategist at Rabobank, joins Alice Ross, FT currencies correspondent, to discuss how the European Central Bank’s confirmation of plans to buy government bonds in peripheral markets is supporting the euro – even if no actual... by FT Hard Currency
10 min listen
Reflections on the first quarter: Roger Blitz, joined by Paul Lambert of BNY Mellon's Insight Investment fund, looks back at the seismic forex events in the first quarter and ahead to Good Friday's US jobs data - the next big event on the currencies radar. For information re... by FT Hard Currency
1 min listen
EU Summit special: Can euro optimism last?: John Normand, global head of FX strategy at JPMorgan, talks to FT currencies correspondent Alice Ross about the prospects for the euro following the EU summit and the outlook for emerging market currencies For information regarding your data privacy, ... by FT Hard Currency
1 min listen
Shrugging off sanctions: With the forex market showing only a modest reaction to tougher sanctions against Russia, Delphine Strauss, currencies correspondent, asks Elsa Lignos, strategist at RBC Capital Markets, whether currency investors have become less sensitive to geopolit... by FT Hard Currency
1 min listen
Yen special: In a week in which the dollar has finally broken through the 100 barrier against the yen, currencies correspondent Alice Ross is joined by Ian Stannard, foreign currency strategist at Morgan Stanley to discuss the regional impact of the weaker yen and ... by FT Hard Currency
10 min listen
What effect will the Greek elections have on the euro?: Mansoor Mohi-Uddin, head of FX strategy at UBS, joins the FT's currencies correspondent Alice Ross to discuss how the euro might drive currency markets in the wake of the Greek elections, the likelihood of a new round of QE3 in the US in light of ... by FT Hard Currency
1 min listen
Will negative rates help the Swiss franc?: Will Switzerland's introduction of negative interest rates help it keep the franc weak in the face of haven flows amid Russia's currency crisis? Alice Ross, markets correspondent, asks Steven Englander, foreign currency strategist at Citig... by FT Hard Currency
1 min listen
Fed shows little concern over the dollar's rise: Neil Dennis talks to Jane Foley, senior currency strategist at Rabobank about the Fed's apparent unconcern over the dollar's rise, whether the Australian dollar is overvalued, and why the euro appears unruffled by the ECB decision on QE and a... by FT Hard Currency
1 min listen
Mixed news for sterling: This week Alice Ross, the FT’s currencies correspondent, is joined by Javier Corominas, head of research and fx strategy at Record Currency Management, to discuss what’s driving the pound and euro weakness as the Draghi effect fades. They also look at ... by FT Hard Currency
1 min listen
Rollercoaster ride for dollar-yen pair: It's been a month of huge moves for the dollar-yen pair. Ahead of the Federal Reserve's meeting in June, Alice Ross, FT currencies correspondent, asks Shahab Jalinoos, FX strategist with UBS, what he expects from the talks as well as whether ... by FT Hard Currency
1 min listen
Sterling's uncertain future: The pound has risen rapidly over the past year. But it fell in July, and faces uncertainties when it comes to Scotland's independence referendum in September. Thomas Hale asks Phyllis Papadavid, currencies strategist at BNP Paribas, what the futur... by FT Hard Currency
1 min listen
August caution, and is the Aussie dollar overvalued?: Matt Cobon, fixed income manager and FX specialist at Threadneedle Asset Management talks to Alice Ross, FT currency correspondent, about why low volatility in the market means traders are taking risk off the table, why the Australian dollar looks over... by FT Hard Currency
1 min listen
Macroprudential measures' impact on sterling: With UK policy makers flagging concerns over the rising risks of a bubble in the housing market, Delphine Strauss, currencies correspondent, asks David Bloom, currency strategist at HSBC, how macroprudential measures would affect sterling. Also, what w... by FT Hard Currency
1 min listen
The return of volatility: After the greenback's biggest one-day fall in more than a year, Delphine Strauss, currencies correspondent, asks Matthew Cobon, fund manager at Threadneedle Investments, whether this is the end of the dollar rally; whether volatility will persist;... by FT Hard Currency
1 min listen
Talking down the euro: With Mario Draghi's efforts to talk down the euro bearing fruit, Delphine Strauss, currencies correspondent, asks Jane Foley, strategist at Rabobank, whether investors are now expecting too much of the ECB. And with central banks around the world ... by FT Hard Currency
1 min listen

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Forget the dollar, follow the yield: A rising dollar and a rising oil price are two of the big market moves of the week. But as Bill McQuaker of Fidelity International tells Roger Blitz, the biggest was the 10-year Treasury yield hitting 3 per cent, signalling the end of the bond bull mar... by FT Hard Currency
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After the flash crash

After the flash crash

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Titles in the series (100)

More Episodes from FT Hard Currency

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