Guests Meera Chandan, Arindam Sandilya, Junya Tanase, Antonin Delair, James Nelligan, and Patrick Locke discuss USD strength, yield compression, US elections, and policy RV as main macro FX themes for 2H. They analyze Chinese Yuan outlook, strong dollar impact on Japanese Yen, macro FX themes, geopolitical risks, and FX volatility.

Arindam Sandilya, a global FX strategy expert, joins interest rate strategist Ben Jarman and FX specialist James Nelligan to dive into the intricate relationships between central bank easing cycles and currency values. They unravel the complexities of the dollar's strength against recent economic shifts. The discussion highlights the Reserve Bank of New Zealand's unexpected rate cut and its implications, while also analyzing the dynamics of the Australian dollar amidst global challenges and weak data from China.

James Nelligan, a Global FX Strategist, joins Patrick Locke, who specializes in low-yielding currencies, and Junya Tanase, an expert in cyclical FX markets. They delve into the recent FX implications following a significant Fed rate cut. The trio discusses how U.S. and BoJ policies are shaping market expectations. Key insights include the challenges the dollar faces and the effects of central bank decisions in Europe on currency dynamics. Expect expert analysis on navigating the complexities of foreign exchange in a shifting economic landscape.