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FT Hard Currency

Updated 2 months ago

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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.

Read more

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.

iTunes Ratings

23 Ratings
Average Ratings
16
3
2
1
1

Great podcast

By Mr. Carmean - May 19 2016
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High production and smart commentary.

Smart and concise

By Dr. Duru - Jul 02 2012
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Very good way to start the week of trading. Knowledgeable guests and host make for an informative 10-minute or so session on the topic forex topics and predictions. The show clearly makes an effort to gather a diversity of opinions and analysis as well.

iTunes Ratings

23 Ratings
Average Ratings
16
3
2
1
1

Great podcast

By Mr. Carmean - May 19 2016
Read more
High production and smart commentary.

Smart and concise

By Dr. Duru - Jul 02 2012
Read more
Very good way to start the week of trading. Knowledgeable guests and host make for an informative 10-minute or so session on the topic forex topics and predictions. The show clearly makes an effort to gather a diversity of opinions and analysis as well.
Cover image of FT Hard Currency

FT Hard Currency

Latest release on Oct 04, 2018

All 290 episodes from oldest to newest

Death of the dollar bears

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The US currency's ascent in 2018 has surprised many analysts and investors. The reflation trade that followed the election of Donald Trump was not expected to last. Stephen Gallo of the Bank of Montreal tells Michael Hunter why the rally has endured, and outlines the wider factors setting the pace for the euro, emerging market currencies and the pound.


This is the final edition of Hard Currency before the podcast is relaunched, taking a fresh approach to a wider range of markets. Please stay subscribed to be among the first to hear it. 

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Oct 04 2018

10mins

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Markets on horns of euro-dollar dilemma

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A Federal Reserve rate rise had little impact on the dollar while ECB president Mario Draghi drove the euro higher with optimistic comments on eurozone wages and inflation. But is that enough for a sustained market push to buy euros and sell dollars? Jeremy Thomson-Cook of World First gives his thoughts to Roger Blitz and looks at the the effect of growing trade tensions on emerging market currencies

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Sep 27 2018

10mins

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Brexit, trade tensions, and why investors don't look too fussed

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Trade tensions are hotting up, Brexit talks are souring and the Federal Reserve is gearing up for another rate hike, yet currencies in the firing line, from emerging markets to sterling, seem unperturbed. Jane Foley of Rabobank tells Roger Blitz why currency moves are not reverting to type

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Sep 20 2018

11mins

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Wages growth pays dividend for euro and sterling

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Inflation strength in Europe and the the UK and weakness in the US were important factors in forex as central banks took centre stage, while Turkey's big interest rate rise helped stabilise emerging markets. Kamal Sharma of BofA Merrill Lynch tells Roger Blitz what that means for the dollar, the euro and the pound, and whether EM currencies are out of the woods

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Sep 13 2018

11mins

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EM can't catch a break

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A week dominated by falls in emerging market currencies, notably the South African rand, is triggering another bout of concern that the problems that afflicted the Argentine peso and the Turkish lira this year are becoming contagious. Kit Juckes of Société Générale discusses with Roger Blitz the reasons why EM are again under pressure and what it would take for their currencies to gain some respite


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Sep 06 2018

11mins

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Pushed around by politics

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The British pound, Argentina's peso and Turkey's lira: all of them in the news and all getting pushed around (albeit in different directions) by politics. Katie Martin talks to Eoin Murray, head of investment at Hermes, about what the moves are telling us and what these shocks tell us about global market conditions.

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Aug 30 2018

8mins

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Troubling Trump depresses the dollar

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The dollar came under pressure on two fronts this week - Donald Trump's impeachment risk and the president's disparaging remarks about the Federal Reserve for raising US interest rates. But it is the Fed's own views, with a tilt to the dovish side, that should see the dollar lose the momentum of recent months, Société Générale's Alvin Tan tells Roger Blitz. That should mean renewed strength for the euro and yen, but not necessarily for emerging market currencies. 

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Aug 23 2018

11mins

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Turkish turmoil raises markets' temperature

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Turkey's troubled lira, worries about emerging market currencies and the impact of sanctions and tariffs on the rouble and renminbi have put foreign exchange at the heart of the financial market's traditional August anxiety. Derek Halpenny of MUFG discusses with Roger Blitz the longer term implications of the weeks of summer turmoil, and offers a note of caution on the rising dollar

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Aug 16 2018

12mins

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Dollar to drive on, pound to stay pat

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Federal Reserve chair Jay Powell this week injected renewed vigour into the dollar, while weak data and Brexit woes undermined the pound. David Bloom of HSBC tells Roger Blitz why the case for continued dollar strength is more convincing than the case for further sterling weakness.

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Jul 19 2018

11mins

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Pound takes a pass on Boris blow-out

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Investors treated the UK foreign secretary's resignation with little concern, leaving the pound poised for a rally as the prospect of a softer Brexit looms into view. Ugo Lancioni of Neuberger Berman tells Roger Blitz why he is a buyer of sterling, and looks at the implications of trade tensions on the market

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Jul 12 2018

12mins

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