Stephen Chiu

Audrey Childe-Freeman, chief G-10 FX strategist at Bloomberg Intelligence, and Stephen Chiu, chief Asia FX and rates strategist, dive into the complexities of de-dollarization amid looming U.S. elections. They explore how geopolitical shifts, particularly China's push for the yuan, impact global currency dynamics. The duo also discusses central banks' increasing gold purchases in response to inflation and doubts about the dollar's future credibility, highlighting the ongoing tension between the U.S. and China.

Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, teams up with Stephen Chiu, the chief Asia FX and Rates strategist, to explore the unwinding of the dollar-yen carry trade. They discuss how shifts in Fed and BOJ policies are triggering extreme FX movements. The duo also analyzes the negative dollar-yen narrative alongside potential yuan dynamics, highlighting their BEER model as a lens for understanding these fluctuations. Their insights provide a captivating look into current currency trends and future implications.