At Any Rate Global FX and US rates: Payrolls special
Feb 7, 2025
Dive into the world of U.S. payroll reports and their ripple effects on Treasury perspectives and Federal Reserve policies. Discover how recent funding announcements are reshaping the FX market, particularly for the Japanese yen. Explore the unconventional policies of the new administration and their expected impact on labor markets and consumer spending. Delve into the future of the U.S. dollar amid shifting geopolitical landscapes and examine how tariffs can influence foreign exchange investments, especially in Scandinavian currencies.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 4min
Insights on Treasury Funding and Market Expectations
03:38 • 4min
Unconventional Policies and Their Impact on the U.S. Economy
07:29 • 4min
The Future of the U.S. Dollar Amid Evolving Policies and Global Events
11:22 • 4min
Tariffs, Currency Valuations, and Strategic Investments in FX Markets
15:35 • 3min