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Apr 13, 2021
Drifting Without a Catalyst
Play • 16 min
In this episode, we discuss the fading themes from Q1 and the lack of a clear dominant theme for Q2.
More episodes from Global Exchanges
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In this week's episode, we discuss potential terminal rates for this cycle for G10 central banks and how they may differ from long-run equilibrium rates and what they may mean for foreign exchange. We also explore how the euro might react to a sudden peace in the Ukraine War.
Aug 30, 2022
Is Currency Defense Worth It?
In this week's episode, we discuss recent policy signals from various central banks and associated movements in FX markets.