AIB Market Talk

From Slump to Surge? The Construction Sector’s Big Question

09 Dec 2025

Contributed by Lukas

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...

Back in Business: Irish Manufacturing & Services on the Rise

03 Dec 2025

Contributed by Lukas

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 ...

AI has rapidly reshaped markets, is the economy next? - A Special Episode on the Economic Outlook Report

17 Nov 2025

Contributed by Lukas

Join host Cormac Cunnane from the AIB Treasury team and AIB Chief Economist David McNamara as they break down the latest Economic Outlook report:Irela...

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

12 Nov 2025

Contributed by Lukas

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...

Ireland’s Services Surge as Manufacturing Stalls

05 Nov 2025

Contributed by Lukas

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, the...

Navigating Volatility: What’s Driving FX and Central Banks this Autumn?

16 Oct 2025

Contributed by Lukas

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 Tal...

Resilience in Focus for Irish PMIs

03 Oct 2025

Contributed by Lukas

Join Joanne McCabe and Chief Economist David McNamara as they break down the latest AIB Irish Manufacturing and Services PMI data. The pair discuss ke...

Central Banks in Focus: ECB Holds, Fed Cuts

17 Sep 2025

Contributed by Lukas

As global markets brace for pivotal central bank decisions, this episode dives into the upcoming Federal Reserve meeting, where a potential rate cut c...

From Surge to Slowdown

03 Sep 2025

Contributed by Lukas

AIB’S Chief Economist David McNamara and AIB Treasury’s Jason Rehill review the August Irish PMI surveys, discussing strong growth for the manufac...

Is the US Economy Running out of Steam?

15 Aug 2025

Contributed by Lukas

In this week’s Market Talk podcast, AIB’s Senior Economist, John Fahey, and AIB Treasury’s Jane Kavanagh, discuss volatility in the financial ma...

Tariff Talk & Markets Move

06 Aug 2025

Contributed by Lukas

AIB’s Chief Economist, David McNamara, and AIB Treasury’s Sarah McGinley review the latest Manufacturing and Services PMI surveys. They show the m...

Dollar Regaining Momentum

16 Jul 2025

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Mark McKevitt discuss the current finance markets, the future impact of tariffs, the recent c...

Subdued end to H1 for construction sector, but optimism remains on outlook

10 Jul 2025

Contributed by Lukas

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 c...

Domestic activity supporting manufacturing growth

03 Jul 2025

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Cormac Cunnane discuss what is driving growth, the manufacturing sector supporting the increa...

Dollar taking any chance it can

19 Jun 2025

Contributed by Lukas

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...

Index Suggests Strong Growth

05 Jun 2025

Contributed by Lukas

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...

Special episode AIB’s Irish Macro-Economic Outlook

26 May 2025

Contributed by Lukas

AIB’s Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest macro-economic outlook for the Irish economy, resilience in the...

Volatility eases but is not forgotten

22 May 2025

Contributed by Lukas

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 f...

Service Sector Slowdowns

07 May 2025

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports including the slowing service se...

Tariffs, Trade & Market Volatility

16 Apr 2025

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Jonathan Weir discuss the latest news on tariffs, impacts on global trade and economies an...

Irish PMIs signal strength in the face of tariffs

03 Apr 2025

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Jason Rehill discuss the latest AIB Ireland PMI reports including the positive picture for...

Positive Eurozone News and Uncertainty with the Dollar

24 Mar 2025

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest global market updates including:Interest rate expectations f...

Encouraging Growth in Spring

05 Mar 2025

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Sarah McGinley discuss the latest AIB Ireland PMI reports, the outlook for the Irish manuf...

A flurry of activity in global markets

18 Feb 2025

Contributed by Lukas

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 tak...

What tariffs could mean for Irish Industries

06 Feb 2025

Contributed by Lukas

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 m...

Politics at Play in Markets

23 Jan 2025

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest market updates including,The new Trump presidency and initia...

Optimism in Irish Services

08 Jan 2025

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane drill down into the December Irish Purchasing Managers Index reports for th...

Wrapping up 2024

18 Dec 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh take us through highlights in Interest Rate decisions and currency markets over...

Irish Industries on the Move

04 Dec 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s John Heffernan break down the latest Irish Purchasing Managers Index reports for the Manuf...

Elections and Economic Impacts

20 Nov 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Stuart Banks discuss recent and upcoming elections and their impacts on economies and markets...

Inflation is still a feature in Irish Industries

05 Nov 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane break down the trends in the latest Irish Purchasing Managers Index reports...

Are ECB Interest Rate Cuts in the Cards?

17 Oct 2024

Contributed by Lukas

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...

Service Sector on the Rise

03 Oct 2024

Contributed by Lukas

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 ...

Big week for Central Banks and Interest Rates

17 Sep 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks talk through the latest news and expectations for interest rate decisions and m...

Interest Rate Tug-of-war

04 Sep 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Cormac Cunnane break down the latest trends in the August Irish Purchasing Managers Index ...

Volatility in August

21 Aug 2024

Contributed by Lukas

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 ...

Services sector top of the podium

06 Aug 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s John Heffernan break down the trends in the latest Irish Purchasing Managers Index reports...

No summer lull to markets yet

18 Jul 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s John Heffernan review anticipated potential interest rate cuts for the year and market expect...

Economy not firing on all cylinders

03 Jul 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara and AIB Treasury’s Paul Ward discuss the latest Irish Purchasing Managers Index reports for the Manufacturing...

Central Bank Cuts in the Cards

19 Jun 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Stuart Banks review market expectations on potential interest rate cuts coming out of recent ...

Trending in the Right Direction

06 Jun 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the latest Irish Purchase Managers Index reports for the Manufacturing ...

Rate Cuts on the Horizon

14 May 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Jane Kavanagh discuss the recent central bank meetings and the outlook for foreign exchange i...

PMI Sectors Split

03 May 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara, and AIB Treasury’s John Heffernan breakdown the latest Irish Purchase Managers Index reports for the Manufac...

Consensus in the ECB

18 Apr 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s John Heffernan discuss the latest news from the European Central Bank and breakdown market e...

Rise in Service Sector Activity

07 Apr 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara, and AIB Treasury’s Cormac Cunnane breakdown the latest Irish Purchase Managers Index reports for the Manufac...

Great Expectations

28 Mar 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks discuss the busy recent central bank calendars and data releases, including fro...

February PMIs – Green Shoots

05 Mar 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara, and AIB Treasury’s Cormac Cunnane, discuss the positive spring outlook from the February AIB Ireland Purchas...

Busy Central Bank Calendar

20 Feb 2024

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Jane Kavanagh discuss upcoming central bank interest data releases, market expectations on r...

Not all Bad

07 Feb 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara, and AIB Treasury’s Jane Kavanagh, discuss the mixed outlook from the January AIB All Ireland Purchase Manage...

New Year's Resolutions for Central Banks

17 Jan 2024

Contributed by Lukas

AIB’s Chief Economist David McNamara, and AIB Treasury’s Paul Ward, discuss potential upcoming central bank interest rate decisions, market expect...

Inflation in Focus

04 Jan 2024

Contributed by Lukas

AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s John Heffernan, discuss the December AIB All Ireland Purchase Managers Index Reports for t...

Christmas Cheer

05 Dec 2023

Contributed by Lukas

AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s Paul Ward, discuss the November AIB All Ireland Purchase Managers Index Reports for the Ir...

Central Banks In Sync

14 Nov 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks, breakdown the recent European Central Bank, Bank of England and US Federal Res...

Services Slowing

03 Nov 2023

Contributed by Lukas

AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s Cormac Cunnane, discuss the October AIB All Ireland Purchase Managers Index Reports for th...

Higher for Longer

17 Oct 2023

Contributed by Lukas

Senior Economist, John Fahey and AIB Treasury’s John Heffernan, talk through the latest interest rate updates from the central banks, what is priced...

Ireland Outperforming

04 Oct 2023

Contributed by Lukas

AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s John Heffernan, discuss the September AIB All Ireland Purchase Managers Index Reports for ...

Record High ECB Rates

20 Sep 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Paul Ward discuss the latest interest rate updates from the European Central Bank and what th...

Different Strokes

05 Sep 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks, discuss the latest AIB All Ireland Purchase Managers Index Reports for the Man...

On High Ground

22 Aug 2023

Contributed by Lukas

On High Ground - AIB’s Senior Economist John Fahey, and AIB Treasury’s Jane Kavanagh examine interest rate expectations for the ECB, FED and Bank ...

Services Still Strong

03 Aug 2023

Contributed by Lukas

AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s John Heffernan, discuss the latest AIB All Ireland Purchasing Managers Index Reports for t...

Dollars Landing

20 Jul 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey and AIB Treasury’s Paul Ward discuss the inflation policies from the US Federal Reserve, European Central Bank a...

Contrasting Fortunes

05 Jul 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Paul Ward, discuss the recent AIB Irish Manufacturing and Services Purchasers Managers Index...

Rising Rates Continue

21 Jun 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s Jane Kavanagh, discuss the latest market changes following the recent FED and ECB meetings, ...

First Service

06 Jun 2023

Contributed by Lukas

AIB’s Chief Economist Oliver Mangan, and AIB Treasury’s Cormac Cunnane, talk through the latest AIB Irish Manufacturing & Services PMI Reports...

The Next Cycle

16 May 2023

Contributed by Lukas

AIB’s Senior Economist John Fahey, and AIB Treasury’s John Heffernan, discuss the recent Central Bank meetings and outlooks for peak interest rate...

The Roads Diverged

04 May 2023

Contributed by Lukas

AIB’s Chief Economist, Oliver Mangan, and AIB Treasury’s John Heffernan, discuss the diverging trends in the most recent April AIB Ireland Manufac...

Global Headwinds

18 Apr 2023

Contributed by Lukas

AIB Treasury’s Jane Kavanagh and Senior Economist, John Fahey talk through recent IMF updates, global economic growth, and inflation decisions from ...

A Tale of Two PMIs

05 Apr 2023

Contributed by Lukas

In this episode, AIB’s Chief Economist, Oliver Mangan, and AIB Treasury’s Cormac Cunnane, discuss the March AIB Ireland Manufacturing and Services...

March Market Madness

28 Mar 2023

Contributed by Lukas

AIB Treasury’s Paul Ward and Senior Economist, John Fahey review recent Central Bank decisions and the volatile developments in markets, in this wee...

Trying Times as Rates (Grand) Slammed

15 Mar 2023

Contributed by Lukas

In this episode, AIB Treasury’s Jane Kavanagh and Economist Daniel Noonan recap recent market moves including changes in interest rates and currency...

Improvements to Business Conditions in February PMIs

03 Mar 2023

Contributed by Lukas

In this episode, AIB’s Chief Economist Oliver Mangan and AIB Treasury’s John Heffernan, discuss the most recent Manufacturing and Services PMI Rep...

Still Some Way to Go

14 Feb 2023

Contributed by Lukas

In this episode, AIB Treasury’s Jane Kavanagh and AIB Senior Economist John Fahey, talk through the recent ECB, Fed and Bank of England reports, ear...

Irish PMIs Bring a Hopeful Spring

03 Feb 2023

Contributed by Lukas

In this episode, Cormac Cunnane, from AIB Treasury and Oliver Mangan, AIB Chief Economist, discuss the January Manufacturing and Services Purchasing M...

Shine Coming Off the Dollar

17 Jan 2023

Contributed by Lukas

You can listen to AIB Senior Economist John Fahey and AIB Treasury’s Cormac Cunnane’s discussion of changes in financial markets and currencies in...

PMI Special Report December 2022

05 Jan 2023

Contributed by Lukas

Hear from AIB Senior Economist Ollie Mangan as he and Stuart Banks from AIB Treasury discuss the December AIB Ireland Manufacturing and Services PMIs,...

The Year of the Hike

13 Dec 2022

Contributed by Lukas

Join AIB Senior Economist John Fahey as he and Jane Kavanagh from AIB Treasury discuss the busy upcoming week, review the market changes of 2022 and t...

PMI Special Report November 2022

05 Dec 2022

Contributed by Lukas

Hear from AIB Senior Economist Ollie Mangan as he and John Heffernan from AIB Treasury discuss the latest AIB Ireland Manufacturing and Services PMIs ...

Dollar Volatility Amid Inflation Focus - 22 Nov 2022

22 Nov 2022

Contributed by Lukas

In this episode Jane Kavanagh from AIB Treasury talks with AIB Senior Economist John Fahey about US market reactions to recent developments and the ou...

PMI Special Report October 2022

08 Nov 2022

Contributed by Lukas

In this episode Paul Ward, AIB Treasury talks to AIB Chief Economist Oliver Mangan about the AIB Ireland Manufacturing and Services PMIs for October, ...

Handbrake Turn - 19th Oct 2022

19 Oct 2022

Contributed by Lukas

In this episode John Heffernan, AIB Treasury talks to AIB Senior Economist John Fahey about market reaction to recent developments in the UK and the o...

PMI Special Report September 2022

06 Oct 2022

Contributed by Lukas

In this episode Jane Kavanagh, AIB Treasury talks to AIB Chief Economist Oliver Mangan about the AIB Ireland Manufacturing and Services PMIs for Septe...

The Heat Is On - 27th Sept 2022

27 Sep 2022

Contributed by Lukas

In this episode Paul Ward, AIB Treasury talks to AIB Chief Economist, Oliver Mangan about the rising interest rate environment and volatility in forei...

The Hawks Are Circling - 14th Sept 2022

14 Sep 2022

Contributed by Lukas

In this episode John Heffernan, AIB Treasury talks to John Fahey, AIB Senior Economist about the Interest Rate environment.Visit our website and subsc...

PMI Special Report August 2022

06 Sep 2022

Contributed by Lukas

In this episode, John Heffernan, AIB Treasury and John Fahey, AIB Senior Economist discuss the August Manufacturing and Services PMIs and the impact o...

Summer of Hikes - 16th August 2022

16 Aug 2022

Contributed by Lukas

In this episode, Jane Kavanagh, AIB Treasury talks to John Fahey, Senior Economist in AIB about the latest news on financial markets.  They discuss i...

PMI Special Report July 2022

04 Aug 2022

Contributed by Lukas

In this episode, John Heffernan, AIB Treasury and Oliver Mangan, AIB Chief Economist, discuss the July Manufacturing & Services PMIs and the impac...

More Hikes Ahead - 26th July 2022

26 Jul 2022

Contributed by Lukas

In this week’s episode, John Heffernan, AIB Treasury, speaks with John Fahey, AIB Senior Economist about the latest news on financial markets. They ...

Point Break - 12th July 2022

12 Jul 2022

Contributed by Lukas

In this week’s episode, Paul Ward, AIB Treasury, speaks with John Fahey, AIB Senior Economist about the latest news on financial markets. They discu...

PMI Special Report – June 2022

05 Jul 2022

Contributed by Lukas

In this episode, Cormac Cunnane, AIB Treasury and Oliver Mangan, AIB Chief Economist discuss the June Manufacturing and Services PMIs and the impact o...

A Little Less Conversation – 28th June 2022

28 Jun 2022

Contributed by Lukas

In this week’s episode, Paul Ward, AIB Treasury, speaks with John Fahey, AIB Senior Economist about the latest news on financial markets. This week ...

Dollar is Top Gun - 14th June 2022

14 Jun 2022

Contributed by Lukas

In this week’s episode, John Heffernan, AIB Treasury, speaks with John Fahey, AIB Senior Economist, about the latest news on financial markets. They...

PMI Special Report – May 2022

03 Jun 2022

Contributed by Lukas

In this episode, Stuart Banks, AIB Treasury and Oliver Mangan, AIB Chief Economist discuss the May Manufacturing and Services PMIs and the positive si...

ECB Heading Back to Normal – 31st May

31 May 2022

Contributed by Lukas

In the latest episode of AIB Market Talk, Paul Ward, AIB Treasury, speaks with Daniel Noonan, AIB Economist about the recent developments on financial...

Blurred Vision – 17th May 2022

17 May 2022

Contributed by Lukas

In this week’s episode, Paul Ward, AIB Treasury speaks with John Fahey, AIB Senior Economist about the latest news on financial markets. They discus...

PMI Special Report – April 2022

05 May 2022

Contributed by Lukas

In this episode, Cormac Cunnane, AIB Treasury and Oliver Mangan, AIB Chief Economist discuss the April Manufacturing and Services PMIs and the positiv...

Hawkish Bucks – 3rd May 2022

03 May 2022

Contributed by Lukas

In this episode, Cormac Cunnane, AIB Treasury, speaks with John Fahey, AIB Senior Economist, about the latest news on financial markets. John gives us...

Spring Blues for the Euro - 21st April 2022

21 Apr 2022

Contributed by Lukas

In this week’s episode, Jane Kavanagh, AIB Treasury, speaks with John Fahey, AIB Senior Economist about inflation, the recent central bank meetings ...

Risk of Inflation - 5th April 2022

05 Apr 2022

Contributed by Lukas

In this week’s episode, Paul Ward, AIB Treasury, speaks with John Fahey, AIB Senior Economist about the latest update on financial markets. They tak...

Inflated Uncertainty – 23rd March 2022

23 Mar 2022

Contributed by Lukas

In this episode, John Heffernan, AIB Treasury, speaks with John Fahey, AIB Senior Economist about the latest updates on financial markets. They discus...

Euro Under Pressure - 8th March 2022

08 Mar 2022

Contributed by Lukas

In this episode, Stuart Banks, AIB Treasury, speaks with John Fahey, AIB Senior Economist about the latest updates on financial markets. They discuss ...