Hard Currency show

Hard Currency

Summary: The FT's currency show takes a hard look at what's driving the largest market in the world, discussing market trends, political and economic factors affecting global currencies. Correspondent Delphine Strauss talks to global experts on the foreign exchange market about their views on the week ahead. You can find more currency markets news from the Financial Times on our website and listen to more episodes of FT Hard Currency on iTunes, Stitcher, Audioboom or Soundcloud.

Podcasts:

 Knee-jerk reaction in the yen | File Type: audio/mpeg | Duration: 00:09:55

Valentin Marinov, foreign currency strategist at Citigroup, joins currencies correspondent Alice Ross to discuss the recent sell off of the Japanese yen, after the Bank of Japan announced sweeping measures to drag the country out of deflation. They also talk about lacklustre trade in the euro and the pound’s recent resilience

 Is Cyprus a game-changer? | File Type: audio/mpeg | Duration: 00:08:13

Paul Lambert from Insight Investment joins Alice Ross to discuss the impact of the crisis in Cyprus on the single currency, the Bank of Japan under a new governor, and whether the market has given up on the Swiss franc haven trade

 Cypriot contagion | File Type: audio/mpeg | Duration: 00:09:10

George Saravelos, foreign currency analyst at Deutsche Bank, joins currencies correspondent Alice Ross to discuss the euro's indifference to the crisis in Cyprus, whether there will be a knock-on effect on other currencies and the impact for sterling of the Bank of England's new mandate

 Is this the year of dollar strength? | File Type: audio/mpeg | Duration: 00:09:14

Nikolaos Panigirtzoglou from JPMorgan's Flows & Liquidity team joins David Keohane of FT Alphaville to look at the consequences of the dollar's strength, how the size of the ECB's balance sheet affects the single currency and whether the halt in the yen's slide can be attributed to foreign investors while domestic investors wait for the expectation of Abenomics to turn into reality.

 Where next for the euro? | File Type: audio/mpeg | Duration: 00:08:11

Kathleen Brooks from Forex.com joins currencies correspondent Alice Ross to discuss the rise in the euro, expectations of more QE in Britain, and whether this year will be one of a strong dollar as the Fed looks set to withdraw monetary easing.

 Are the euro and Australian dollar set for further declines? | File Type: audio/mpeg | Duration: 00:08:24

Chris Turner, foreign currency strategist at ING, joins Alice Ross, FT Currencies Correspondent to discuss the outlook ahead of rate setting decisions from the European Central Bank and the Reserve Bank of Australia this week. Plus, would appreciation of the real actually be good for Brazil’s economy?

 How much further for the pound? | File Type: audio/mpeg | Duration: 00:08:19

Bob Savage of hedge fund FX Concepts joins Alice Ross, currencies correspondent, to discuss the beating that sterling has taken, when the Fed will end QE and the implications for the dollar, and the impact of the election in Italy.

 Currency wars - fact or fiction? | File Type: audio/mpeg | Duration: 00:09:53

Georgette Boele, currency strategist at ABN Amro, joins currencies correspondent Alice Ross to discuss whether it is fair to say countries such as Japan are engaging in competitive attempts to devalue, what the latest economic data mean for the euro and the implications of the hawkish signals the Swedish Riksbank has been sending

 Euro hit as growth worries revived | File Type: audio/mpeg | Duration: 00:08:57

Geoff Kendrick, Nomura currency strategist, and Alice Ross, currencies correspondent, discuss the implications of the euro’s sell-off for ECB policy, the prospects for the Japanese yen ahead of the G20 meeting in Moscow and the effect of Mark Carney’s parliamentary grilling on sterling

 How far can the euro go? | File Type: audio/mpeg | Duration: 00:08:21

Geoff Yu, UBS currencies strategist, joins Alice Ross to discuss how much higher the euro will rise, the outlook for the Swiss franc which has recovered following a big sell-off in January, and the build in bearish momentum on sterling.

 Currency wars redux | File Type: audio/mpeg | Duration: 00:09:17

Alice Ross, currencies correspondent, and Richard Conyers, the chief investment officer at Harmonic Capital Partners, discuss the reemergence of currency wars, the possibility of intervention in Latin America and the outlook for the euro.

 Yen and Sterling set to weaken | File Type: audio/mpeg | Duration: 00:09:20

Alice Ross, currencies correspondent and guest Nigel Sillis, director of fixed income and currency research at Barings, discuss market expectations that the new Japanese government will raise its inflation target and weaken the yen, the outlook for the British pound and whether the currency wars are set to erupt again?

 The euro surge and the outlook for the Swiss franc | File Type: audio/mpeg | Duration: 00:10:19

With the euro close to nine-month highs on signals from the European Central Bank that interest rates are set to hold steady, Alice Ross, currencies correspondent, asks Michael Sneyd, foreign currency analyst at BNP Paribas, whether the rally is set to continue. Also, what are the chances of more intervention in the franc from the Swiss National Bank, and where next for the Yen?

 Outlook for 2013 | File Type: audio/mpeg | Duration: 00:09:18

The euro has defied expectations, ending the year much higher than predicted. Alice Ross, the FT's currencies correspondent, asks Jose Wynne, head of foreign exchange research at Barclays, what effect the ECB's Outright Monetary Transaction scheme would have on the euro if implemented next year. Also under discussion is the outlook for the dollar if a deal is reached on the fiscal cliff, and whether the yen will finally weaken.

 Shorting the yen | File Type: audio/mpeg | Duration: 00:09:30

Investors have been aggressively shorting the Japanese yen in recent weeks in anticipation of a more dovish approach from the Bank of Japan. However, Adam Cole, foreign currency strategist at RBC Capital Markets thinks that these traders are heading for disappointment. He joins currencies correspondent Alice Ross to discuss the effect of the Japanese elections on the currency and whether investors are falling out of love with the Swiss franc, following inaction from the Swiss National Bank.

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