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FICC Focus
Time to Forget French Politics, Focus on the US Race: FX Moment
Jul 10, 2024
Audrey Childe-Freeman, Bloomberg's chief G-10 FX strategist, and Nathan Dean discuss US politics' impact on the dollar before the Nov. 5 elections. They explore effects of a second Trump term on fiscal and monetary policies. The podcast dives into potential impacts of the upcoming election on the dollar, Fed independence, and market assets.
19:48
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Quick takeaways
- US politics will dictate the dollar's fortunes pre-Nov. 5 elections.
- Second Trump administration could impact dollar bullishly and structurally.
Deep dives
Impact of French and UK Politics on Euro and Sterling
The podcast discusses the impact of French and UK politics on the euro and sterling in the second half of the year. After the French elections, uncertainty remains due to unclear future policy orientations, potentially affecting French assets and the euro. In contrast, the UK's stable political landscape following the Labour Party's majority win has led to a bearish outlook on Euro sterling, with expectations of further decline.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode