At Any Rate cover image

Global FX: The dollar, ECB, Treasury manipulator report and the 2H’25 outlook for EM FX

At Any Rate

00:00

Emerging Markets Currency Dynamics Amid Dollar Weakness

This chapter examines the recent performance of emerging market currencies amidst a declining dollar, revealing a contrast in their strength against safe havens like the euro and yen. It advocates for a selective investment strategy, emphasizing creditor currencies in Asia and Central Eastern Europe while advising caution on high carry and commodity currencies due to associated political risks.

Play episode from 10:45
Transcript

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