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 Irish Economic Outlook as the foundation, Jane and David unpack the key insights, exploring the global backdrop and the risks shaping growth, inflation and consumer behaviour in the year ahead. In this episode the panel discusses: Global resilience entering 2026, supported by strong performance, modest tariffs, and on-going AI-led inve...

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 edition of AIB Market Talk. The discussion explores recent global market developments and what they mean for Ireland’s construction, housing and real estate sectors. In this episode, the panel discusses: The impact of geopolitical tensions on global markets, including energy prices, inflation expectations, interest rates and currency movemen...

Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, Donal Whelton, Head of Agriculture & Food Manufacturing with AIB Business Banking, and Patrick Higgins, Head of Consumer Research, Food & Beverage at Goodbody, for this edition of AIB Market Talk focusing on Ireland’s agriculture and food manufacturing sector. In this episode, the panel discusses: How the agriculture and food manufacturing sector entered 2026 from a position of financial strengt...

Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, and Jonathan Clarke, Head of Hospitality, Tourism & Leisure with AIB Business Banking, for the first Market Talk podcast of 2026. In this wide‑ranging episode, the panel reflects on how the Irish economy and key sectors performed through a challenging 2025 and shares their outlook for 2026 amid ongoing geopolitical uncertainty and shifting market dynamics. Tune in for: A deep dive into Ireland’s h...

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 episode, they reflect on a year dominated by uncertainty, trade tensions, and shifting central bank policies. Tune in for: A recap of 2025’s biggest market themes, including the impact of US tariffs and global trade agreements.Insights into central bank decisions: Fed, ECB, and Bank of England rate moves and what’s next for 2026.Currency...

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 Estate Finance Research, as they discuss the final Construction PMI survey reports for 2025 in this special episode of AIB Market Talk. Tune in as they discuss: The key aspects of the construction index number with commercial and residential construction falling below 50 in November with activity losing momentum. The Irish CRE mar...

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 into the November AIB Ireland Manufacturing and Services PMI data, exploring: How both sectors bounced back, with manufacturing and services posting robust growth after a softer patch earlier in the year.The key drivers behind the manufacturing recovery, including renewed export orders and the easing of tariff uncertainty.What’s fuelling t...

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 growth forecast is revised up, with strong domestic demand and resilient multinationals.Tariff risks have eased, with effective rates lower than expected and key sectors shielded.Labour market growth is slowing, but wage growth remains solid.Risks are more balanced, with inflation and global events still in focus.This edition’s theme: AI’s...

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....

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 the latest AIB Ireland Manufacturing and Services PMI data for October, exploring: Why services sector activity has rebounded to its strongest level this year, and what’s driving the surgeThe shift in manufacturing trends, with growth easing after a strong start to 2025Insights into export markets, including the impact of weaker demand ...