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AIB Market Talk
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.
Episodes
297 episodes
Subdued end to H1 for construction sector, but optimism remains on outlook
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 a...
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Season 12
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Episode 16
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14:54
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Domestic activity supporting manufacturing growth
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 i...
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Season 12
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Episode 15
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8:33
Dollar taking any chance it can
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 policie...
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Season 12
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Episode 13
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20:27
Index Suggests Strong Growth
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 t...
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Season 12
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Episode 12
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13:32
Special episode AIB’s Irish Macro-Economic Outlook
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 economi...
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Season 12
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Episode 11
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12:41
Volatility eases but is not forgotten
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.
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Season 12
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Episode 10
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21:38
Service Sector Slowdowns
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 int...
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Season 12
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Episode 9
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13:38
Tariffs, Trade & Market Volatility
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.
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Season 12
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Episode 8
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20:39
Irish PMIs signal strength in the face of tariffs
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 follo...
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Season 12
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Episode 7
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14:27
Positive Eurozone News and Uncertainty with the Dollar
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 Dollar...
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Season 12
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Episode 6
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23:32
Encouraging Growth in Spring
AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports, the outlook for the Irish manufacturing and services sectors and the impacts of Storm Éowyn on the Irish economy.
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Season 12
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Episode 5
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12:27
A flurry of activity in global markets
AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt break down the trade and tariff policy activity from the past few weeks and take a look at interest rate expectations from Central Banks and movements in currency pairs in the l...
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Season 12
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Episode 4
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11:28
What tariffs could mean for Irish Industries
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane discuss the latest AIB Irish PMI reports and how tariffs might impact the manufacturing and services sectors and the Irish economy.
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Season 12
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Episode 3
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13:12
Politics at Play in Markets
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest market updates including,The new Trump presidency and initial impacts in the markets,Movements in the Euro, Sterling, and Dollar currency...
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Season 12
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Episode 2
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21:57
Optimism in Irish Services
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane drill down into the December Irish Purchasing Managers Index reports for the Manufacturing and Service sectors, review trends from 2024 and break down key trends in for 2025...
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Season 12
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Episode 1
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9:27
Wrapping up 2024
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh take us through highlights in Interest Rate decisions and currency markets over 2024 and what the new year may have in store for global economies.
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Season 11
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Episode 24
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19:00
Irish Industries on the Move
AIB’s Chief Economist David McNamara and AIB Treasury’s John Heffernan break down the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors, including trends across the sectors and insights into the Irish econ...
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Season 11
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Episode 23
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8:38
Elections and Economic Impacts
AIB’s Senior Economist John Fahey and AIB Treasury’s Stuart Banks discuss recent and upcoming elections and their impacts on economies and markets around the globe.
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Season 11
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Episode 22
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10:51
Inflation is still a feature in Irish Industries
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane break down the trends in the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what these reports could tell us about the state of...
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Season 11
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Episode 21
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7:32
Are ECB Interest Rate Cuts in the Cards?
AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks discuss market expectations on interest rates for the ECB meeting today and the latest movements in markets.
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Season 11
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Episode 20
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11:32
Service Sector on the Rise
AIB’s Chief Economist David McNamara and AIB Treasury’s Paul Ward break down the trends in the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what these reports could tell us about the state of the ...
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Season 11
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Episode 19
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8:29
Big week for Central Banks and Interest Rates
AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks talk through the latest news and expectations for interest rate decisions and movements in markets with the September round of central bank meetings.
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Season 11
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Episode 18
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11:08
Interest Rate Tug-of-war
AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane break down the latest trends in the August Irish Purchasing Managers Index reports for the Manufacturing and Service sectors and what these reports could mean for markets an...
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6:14
Volatility in August
AIB’s Senior Economist John Fahey, and AIB Treasury’s Cormac Cunnane discuss the volatile moves in markets after the August round of central bank meetings, and break down the latest market expectations for September interest rate cuts and movem...
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11:03
Services sector top of the podium
AIB’s Chief Economist David McNamara and AIB Treasury’s John Heffernan break down the trends in the latest Irish Purchasing Managers Index reports for the Manufacturing and Service sectors, including the high performing service industry and the...
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Season 11
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Episode 15
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7:54