Intro

- Steven Englander, Standard Chartered Bank Global Head: G10 FX Research
- Oliver Chen, TD Cowen Managing Director & Professor at Columbia Business School in Retail
- Lindsey Piegza, Stifel Chief Economist

Steven Englander of Standard Chartered Bank discusses the "tremendous advantage" of dollar dominance in the U.S. Oliver Chen of TD Cowen says quiet luxury is really working, and the consumer remains focused on value in retail. Lindsey Piegza of Stifel says the Fed needs to move to the sidelines in 2025 and allow data to evolve if we're still seeing strength.

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