5min chapter

At Any Rate cover image

Global FX: USD down but not out(age)

At Any Rate

CHAPTER

Analysis of recent third plenums, financial market reactions, and market positioning updates

The chapter explores how recent third plenums have influenced financial markets, as Chinese policymakers prioritize high-quality growth over massive stimulus efforts, resulting in a restrained market response. Additionally, it delves into market positioning trends, spotlighting prevalent trades such as the sterling and the risks posed by overexposure.

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