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Antonin T Delair
Runs the systematic strategy in FX out of London. Part of the FX Global Strategy Team.
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Aug 8, 2025
• 19min
Global FX: Update on systematic FX signals and EM currencies
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Antonin Delair, who leads systematic FX strategy out of London, shares valuable insights into the recent developments surrounding the dollar and emerging market currencies. The discussion highlights the Bank of England's surprising focus on inflation control and the potential repercussions for the sterling. Additionally, Delair delves into the cyclical factors influencing the dollar's performance and contrasts the growth trajectories of emerging versus developed markets, shedding light on the opportunities and challenges in the current global financial landscape.
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