Antonin Delair
FX macro-quant strategist on the Global FX team who discusses model signals, factor performance (carry/cyclical) and implications of a quieter central bank backdrop.
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Nov 28, 2025 • 40min
Global FX Outlook 2026: Bearish USD, Bullish Beta
Join Arindam Sandilya, an expert in Asian FX flows, as he unpacks regional policy preferences and the seasonal strength of CNY. Antonin Delair, an FX macro-quant strategist, discusses the impact of quieter central bank activity on market signals and factor performance. Patrick Locke tackles US trade policies, tariffs, and their implications for the FX landscape, particularly in relation to Canada. Expect insights on the interplay between currencies and global economic dynamics.
