James Nelligan

Meera Chandan, an FX strategist specializing in European dynamics, and James Nelligan, a London-based FX strategist, dive into the intricacies of the global currency market. They explore the bullish outlook for EUR/USD driven by German fiscal changes and European growth, while also questioning if US resilience may limit its potential. They discuss the intricacies of sterling ahead of the UK budget and assess the challenges facing Scandi currencies. Additionally, they touch on the difficulties faced by Asian currencies like the yen and KRW amid current market trends.

Arindam Sandilya, a Global FX Strategist, discusses the implications of the Chinese Yuan's movement on Asian markets and its relationship with the dollar. Patrick Locke shares critical insights on the Federal Reserve’s anticipated moves and how they affect the Canadian dollar. James Nelligan analyzes the Bank of England, Norges Bank, and the Swiss National Bank, emphasizing the intricate connection between fiscal policies and currency values. Their expert perspectives provide a fascinating look at the evolving landscape of global foreign exchange.

James Nelligan, a senior FX strategist, Anezka Christovova, an emerging-markets expert, and Patrick Locke, a macro strategist, dive into the shifting landscape of global currencies for 2026. They explore the bearish outlook on the dollar, opportunities in high-yield currencies like those in emerging markets, and the impact of commodity prices on different regions. Discussion highlights include Sweden's robust growth, Canada’s bearish outlook due to job softness, and the tactical plays for sterling and the euro in a procyclical environment.