

Global FX: The outlook for G10 and EM FX post-tariff announcements
Apr 4, 2025
Recent tariff announcements have shaken up G10 and Emerging Market currencies, leading to notable market reactions like equity sell-offs. As recession fears grow, the U.S. dollar's attractiveness shifts amidst declining real yields. The podcast highlights safe haven currencies like the yen and franc, while emerging markets face mounting challenges. Discussions also include how trade ties influence economic stress in Asia, revealing potential vulnerabilities. Future negotiations may alter the trade landscape, impacting various currencies further.
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