Podcast series: A view from the FX desk

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Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ellie Henderson and Spot Trader Chris Brand.

This week, the team discuss what is driving the recent rally in the pound and other events impacting the major global currencies.

3 Aug 2021 English South Africa Business

S04 Ep43 Energy Market Update: Red Sea disruption keeps oil market on edge

Brent topped $100/b last week, driven by escalating US-Iran tensions and Houthi attacks threatening Saudi crude exports through the Red Sea. Prices have since retreated to around $90/b after the US paused action and Iran-Oman talks showed tentative progress. Please note: this podcast is provided for information purposes only and…

27 Jul 4 min

S04 Ep42 Energy Market Update: Brent climbs above $90 as Middle East tensions hit energy markets

Brent crude has risen above $90 a barrel as escalating US-Iran tensions revive fears of prolonged energy disruption. Attacks on military, energy and water infrastructure, alongside the effective closure of the Strait of Hormuz, have pushed oil, diesel, jet fuel and gas prices higher. Please note: this podcast is provided…

20 Jul 5 min

S04 Ep41 Energy Market Update: Crude oil flows remain resilient despite Gulf risk

Brent traded near $70/b last week, reflecting confidence that oil will keep moving out of the Persian Gulf despite continuing risks around the Strait of Hormuz. Some operators are using shuttle runs to maintain crude flows. Please note: this podcast is provided for information purposes only and should not be…

6 Jul 3 min

S04 Ep40 Energy Market Update: Oil markets stay calm as US-Iran tensions flare again

Oil markets enter the week looking calm despite renewed US-Iran tensions. Brent fell near $71 a barrel last Friday as hopes of normal shipping through the Strait of Hormuz improved, before a drone strike on a container ship. Please note: this podcast is provided for information purposes only and should…

29 Jun 5 min

S04 Ep39 Energy Market Update: Brent falls below $76/b after Initial U.S.–Iran agreement

Brent fell below $76/b last week after the U.S. and Iran reached an initial agreement, easing some of the war-related risk premium. However, uncertainty remains over the Strait of Hormuz, the conflict in Lebanon, and whether energy flows can return to normal, leaving markets caught between short-term supply risks and…

22 Jun 6 min