Dovish or Not? Central Banks Set the Tone for Year-End

12/11/2025 20 min Temporada 12 Episodio 25
Dovish or Not? Central Banks Set the Tone for Year-End

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Episode Synopsis

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 developments in global financial markets.Tune in as they discuss:The outcomes of recent ECB, Bank of England, and Federal Reserve meetings, including policy decisions and market surprises.Why the ECB remains steady, the Fed delivered a rate cut but with less dovish guidance, and the Bank of England signals a possible cut in December.The impact of the US government shutdown on monetary policy and market data, and how its resolution could influence the Fed’s next move.Currency market trends, with a focus on the US dollar’s renewed momentum, euro-dollar forecasts, and the factors shaping sterling’s outlook ahead of the UK budget.Insights into interest rate expectations for the eurozone, US, UK, and Japan, and what these mean for investors and businesses as we approach year-end.Whether you’re a business leader, investor, or simply keen to stay informed, this episode delivers expert analysis on the forces driving today’s markets. Subscribe to AIB Market Talk for regular updates and insights from AIB’s team of specialists.Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2