2023 Evolving FX Drivers and Losing US Dollar Appeal: FX Moment
FICC Focus
00:00
Dollar Asia - The End Game in 2023
The most likely one would be some consolidation at the beginning of 2023 and then we're going to see lower dollar Asia towards the end of the year. The second somewhat ideal but probably less likely path would be for all developments domestically globally from Asia to the rest of the world that favor a risk sentiment. So taking all these three drivers together we believe regardless of how the scenarios or paths play out the end game will be the same for 2023 which is dollar Asia with end 2023 lower.
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