

Why Are FX Markets So Quiet?
Nov 16, 2023
Guests Michael Metcalfe and Peter Vincent discuss the calmness in currency markets despite ongoing global uncertainties. They explore topics such as cross-country basis, cash holdings, mortgage structures, Eurozone rates, US economy, US election effects, and fiscal sustainability. The podcast also mentions a break announcement and a web portal for research on macroeconomics and markets.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
The Cross-Country Basis and Cash Holdings
03:57 • 11min
Analysis of Mortgage Structures, Eurozone Rates, and US Economy
14:44 • 4min
Impact of US Election and Fiscal Sustainability on FX Markets
18:53 • 2min
Break Announcement and Information about Research
20:59 • 3min