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Global FX: Strong dollar and other macro FX themes in 2H
Jun 28, 2024
Guests Meera Chandan, Arindam Sandilya, Junya Tanase, Antonin Delair, James Nelligan, and Patrick Locke discuss USD strength, yield compression, US elections, and policy RV as main macro FX themes for 2H. They analyze Chinese Yuan outlook, strong dollar impact on Japanese Yen, macro FX themes, geopolitical risks, and FX volatility.
27:37
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Quick takeaways
- Bullish outlook for USD due to yield advantage and US exceptionalism elements.
- Bearish outlook for CNY due to weakening housing, expected depreciation, and potential tariff impacts.
Deep dives
FX Mid-Year Outlook and Bullish Dollar View
The FX mid-year outlook podcast episode discusses maintaining a bullish dollar view due to the dollar's improved yield advantage and lingering US exceptionalism elements. Despite the modest fed easing, outsized dollar weakness is not expected without significant growth outside the US. The upcoming US elections pose additional upside risk to the dollar amidst global uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode