Shows / AIB Market Talk

AIB Market Talk

AIB Market Talk · en · 317 episodes

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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Episodes

AIB Market Talk
Confidence, Caution, or a Mixture of Both? The AIB Irish Economic Outlook - October 2026
Description: Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, in the latest AIB Market Talk podcast episode…
Oct 29, 2026·26m
AIB Market Talk
Budget 2027: The Winners, The Risks and What's Next
Join host Jane Kavanagh from AIB's Corporate Treasury Desk, alongside David McNamara, AIB's Chief Economist and Adrian Moynihan, Head of Consumer Banking, for…
Oct 7, 2026·21m
AIB Market Talk
The Economy Explained: Inflation, AI and What's Coming Next
Description: Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for the latest edition of AIB Market Talk. The…
Aug 17, 2026·26m
AIB Market Talk
The Irish Economic Outlook: Resilience in Uncertain Times
Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for this latest edition of AIB Market Talk. Using AIB's latest…
May 14, 2026·17m
AIB Market Talk
Markets, Housing and Construction in Focus
Join Jane Kavanagh from AIB’s Corporate Treasury desk, alongside John Fahey, Senior Economist, and Pat O’Sullivan, Head of Real Estate Research, for this…
Apr 28, 2026·29m
AIB Market Talk
Risks, Resilience and the Road Ahead in the Agriculture & Food Manufacturing sector
Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, Donal Whelton, Head of Agriculture & Food Manufacturing with AIB…
Mar 31, 2026·27m
AIB Market Talk
Ireland’s Economic Outlook 2026: Markets, Tourism and Consumer Trends
Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, and Jonathan Clarke, Head of Hospitality, Tourism & Leisure with AIB…
Feb 27, 2026·30m
AIB Market Talk
Year in Review: Markets, Central Banks & Currencies – AIB Market Talk 2025 Finale
Join Jane Kavanagh from AIB’s Corporate Treasury desk and AIB Senior Economist John Fahey for the final Market Talk podcast of 2025. In this special year-end…
Dec 23, 2025·21m
AIB Market Talk
From Slump to Surge? The Construction Sector’s Big Question
Join host Jason Rehill from the AIB Treasury Services team, alongside AIB Senior Economist John Fahey, and special guest Pat O’Sullivan, Head of AIB Real…
Dec 9, 2025·17m
AIB Market Talk
Back in Business: Irish Manufacturing & Services on the Rise
Join host Jonathan Weir from AIB Treasury and AIB Chief Economist Dave McNamara for the latest PMIs edition of AIB Market Talk. In this episode, they delve…
Dec 3, 2025·12m
AIB Market Talk
AI has rapidly reshaped markets, is the economy next? - A Special Episode on the Economic Outlook Report
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…
Nov 17, 2025·11m
AIB Market Talk
Dovish or Not? Central Banks Set the Tone for Year-End
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…
Nov 12, 2025·20m
AIB Market Talk
Ireland’s Services Surge as Manufacturing Stalls
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…
Nov 5, 2025·7m
AIB Market Talk
Navigating Volatility: What’s Driving FX and Central Banks this Autumn?
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…
Oct 16, 2025·12m
AIB Market Talk
Resilience in Focus for Irish PMIs
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…
Oct 3, 2025·14m
AIB Market Talk
Central Banks in Focus: ECB Holds, Fed Cuts
As global markets brace for pivotal central bank decisions, this episode dives into the upcoming Federal Reserve meeting, where a potential rate cut could…
Sep 17, 2025·22m
AIB Market Talk
From Surge to Slowdown
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…
Sep 3, 2025·11m
AIB Market Talk
Is the US Economy Running out of Steam?
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…
Aug 15, 2025·24m
AIB Market Talk
Tariff Talk & Markets Move
AIB’s Chief Economist, David McNamara, and AIB Treasury’s Sarah McGinley review the latest Manufacturing and Services PMI surveys. They show the manufacturing…
Aug 6, 2025·16m
AIB Market Talk
Dollar Regaining Momentum
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…
Jul 16, 2025·21m
AIB Market Talk
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…
Jul 10, 2025·14m
AIB Market Talk
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…
Jul 3, 2025·8m
AIB Market Talk
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…
Jun 19, 2025·20m
AIB Market Talk
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…
Jun 5, 2025·13m
AIB Market Talk
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…
May 26, 2025·12m
AIB Market Talk
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…
May 22, 2025·21m
AIB Market Talk
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…
May 7, 2025·13m
AIB Market Talk
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…
Apr 16, 2025·20m
AIB Market Talk
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…
Apr 3, 2025·14m
AIB Market Talk
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…
Mar 24, 2025·23m
AIB Market Talk
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…
Mar 5, 2025·12m
AIB Market Talk
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…
Feb 18, 2025·11m
AIB Market Talk
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…
Feb 6, 2025·13m
AIB Market Talk
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…
Jan 23, 2025·21m
AIB Market Talk
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…
Jan 8, 2025·9m
AIB Market Talk
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…
Dec 18, 2024·19m
AIB Market Talk
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…
Dec 4, 2024·8m
AIB Market Talk
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…
Nov 20, 2024·10m
AIB Market Talk
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…
Nov 5, 2024·7m
AIB Market Talk
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…
Oct 17, 2024·11m
AIB Market Talk
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…
Oct 3, 2024·8m
AIB Market Talk
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…
Sep 17, 2024·11m
AIB Market Talk
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…
Sep 4, 2024·6m
AIB Market Talk
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…
Aug 21, 2024·11m
AIB Market Talk
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…
Aug 6, 2024·7m
AIB Market Talk
No summer lull to markets yet
AIB’s Senior Economist John Fahey and AIB Treasury’s John Heffernan review anticipated potential interest rate cuts for the year and market expectations for…
Jul 18, 2024·16m
AIB Market Talk
Economy not firing on all cylinders
AIB’s Chief Economist David McNamara and AIB Treasury’s Paul Ward discuss the latest Irish Purchasing Managers Index reports for the Manufacturing and Service…
Jul 3, 2024·7m
AIB Market Talk
Central Bank Cuts in the Cards
AIB’s Senior Economist John Fahey and AIB Treasury’s Stuart Banks review market expectations on potential interest rate cuts coming out of recent and upcoming…
Jun 19, 2024·11m
AIB Market Talk
Trending in the Right Direction
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest Irish Purchase Managers Index reports for the Manufacturing and Service…
Jun 6, 2024·8m
AIB Market Talk
Rate Cuts on the Horizon
AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the recent central bank meetings and the outlook for foreign exchange in the latest…
May 14, 2024·20m
AIB Market Talk
PMI Sectors Split
AIB’s Chief Economist David McNamara, and AIB Treasury’s John Heffernan breakdown the latest Irish Purchase Managers Index reports for the Manufacturing and…
May 3, 2024·8m
AIB Market Talk
Consensus in the ECB
AIB’s Senior Economist John Fahey, and AIB Treasury’s John Heffernan discuss the latest news from the European Central Bank and breakdown market expectations…
Apr 18, 2024·11m
AIB Market Talk
Rise in Service Sector Activity
AIB’s Chief Economist David McNamara, and AIB Treasury’s Cormac Cunnane breakdown the latest Irish Purchase Managers Index reports for the Manufacturing and…
Apr 7, 2024·8m
AIB Market Talk
Great Expectations
AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks discuss the busy recent central bank calendars and data releases, including from the Bank of…
Mar 28, 2024·11m
AIB Market Talk
February PMIs – Green Shoots
AIB’s Chief Economist David McNamara, and AIB Treasury’s Cormac Cunnane, discuss the positive spring outlook from the February AIB Ireland Purchase Managers…
Mar 5, 2024·7m
AIB Market Talk
Busy Central Bank Calendar
AIB’s Senior Economist John Fahey, and AIB Treasury’s Jane Kavanagh discuss upcoming central bank interest data releases, market expectations on rate cuts, and…
Feb 20, 2024·18m
AIB Market Talk
Not all Bad
AIB’s Chief Economist David McNamara, and AIB Treasury’s Jane Kavanagh, discuss the mixed outlook from the January AIB All Ireland Purchase Managers Index…
Feb 7, 2024·9m
AIB Market Talk
New Year's Resolutions for Central Banks
AIB’s Chief Economist David McNamara, and AIB Treasury’s Paul Ward, discuss potential upcoming central bank interest rate decisions, market expectations on…
Jan 17, 2024·8m
AIB Market Talk
Inflation in Focus
AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s John Heffernan, discuss the December AIB All Ireland Purchase Managers Index Reports for the Irish…
Jan 4, 2024·13m
AIB Market Talk
Christmas Cheer
AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s Paul Ward, discuss the November AIB All Ireland Purchase Managers Index Reports for the Irish…
Dec 5, 2023·14m