Historic Asian currency moves spark speculation of FX accord

In this episode of Converge, host Steven Dooley and Convera's lead APAC FX and global macro strategist, Shier Lee, discuss the significant movements in Asian currencies, particularly the Taiwanese dollar, and their implications for the broader FX market. The factors driving these changes include tariff worries, of course, but also trade and foreign equity flows, illustrating why these currencies have recently gained. The conversation also touches on the outlook for commodity currencies and the economic landscape across Asia, highlighting the interplay between currency movements and macroeconomic developments.

Disclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.