It was a great first quarter for risky assets and carry trades, perhaps surprisingly, given recent economic data and events have actually offered a few surprises. Yet rotation within equity markets and the stability of relative rate expectations kept volatility at bay. After a rockier first few days, will Q2 offer a change in sentiment? This week, we welcome Bill Walsh, head of our FX trading desk in the Americas, back to the podcast to offer his thoughts on a wide array of topics. Inflation, the Federal Reserve, volatility, the direction of the dollar and where both funding and risky currencies sit - they all get special attention on this whirlwind tour of the risk complex.

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