At Any Rate cover image

Global FX and EM: Seeking themes with a shelf-life

At Any Rate

00:00

Intro

This chapter explores the recent changes in Germany's fiscal policy, including a major proposed infrastructure fund and increases in defense spending. The discussion highlights how these developments may influence the euro-dollar exchange rate and reshape expectations in foreign exchange markets.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app