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Global FX: USD down but not out(age)
Jul 22, 2024
Topics discussed include investor sentiment around FX asset class, implications of US political landscape, lack of conviction among clients, dollar's view, RBNZ's dovish pivot, potential bearish trades in FX, Trump's comments on yen and yuan, President Biden's impact on FX markets, analysis of political replacement's impact on FX market, correlation between dollar shifts and yields, effects of rates and tariffs on dollar's performance, recent third plenums' influence on financial markets and market positioning updates.
20:13
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Quick takeaways
- Investor sentiment in FX lacks conviction, favoring USD perspective.
- Political shifts impact FX; trade policy crucial amid market reactions and framework adjustments.
Deep dives
Client Sentiment and Dollar Views in FX Trading
Clients in the FX trading sector exhibit a lack of conviction, generally agreeing with the constructive dollar perspective presented. The discussion highlighted how hard landing trends in data could impact yields and that the ongoing weakness in stocks, particularly tech stocks, is causing uneasiness. Furthermore, the RBNZ's dovish pivot was seen as opening opportunities for bearish equity and hard landing trades in FX.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode