Is China’s policy blitz a game-changer for commodities and FX? We discuss the read-through. Maintain bearish oil and bullish copper forecasts. On paper, this should be the valley of the dollar smile but upcoming US election makes this an uncomfortable proposition. SNB didn’t push back on CHF strength, which is a green light for more appreciation.

Speakers:
Meera Chandan, Global FX Strategy 
Arindam Sandilya, Global FX Strategy 
Tracey Allen, Global Commodities Research 
Greg Shearer, Global Commodities Research  
James Nelligan, Global FX Strategy

This podcast was recorded on September 27, 2024.
 
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