Markets are shifting—have we reached a turning point? This week, Steven Dooley joins us to discuss “tariff fatigue” in FX markets, the slowing US economy, and its impact on the dollar, bond yields, and equities.
Meanwhile, Europe is showing signs of resilience, driven by stabilizing economic data, hawkish ECB signals, and lower energy costs. We also break down key FX moves, including the weakening dollar and strengthening euro, and what rising inflation means for central bank policy.
Chapters
00:00 Current State of the US Economy
05:05 Market Reactions and Speculative Trends
09:49 European Economic Recovery and Currency Impacts
Disclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.
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