Global FX and EM: Seeking themes with a shelf-life

We discuss implications of the regime-shift in German fiscal policy, moderating US exceptionalism and tariffs on FX markets.

Speakers:
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy
Anezka Christovova, Emerging Markets Strategy

This podcast was recorded on 7 March 2025.

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