Stephen Chiu

Stephen Chiu, Chief Asia FX and Rates Strategist at Bloomberg Intelligence, shares insights on the bullish outlook for the Chinese yuan driven by favorable trade conditions and converging policies. Meanwhile, Davison Santana, Senior Latam FX Strategist, highlights the Mexican peso's superiority over the Brazilian real, citing lower political risks and market liquidity. The discussion also covers potential gains for the Australian dollar and a positive view on the Hungarian forint, creating a comprehensive picture of global FX dynamics leading into 2026.

Joining the discussion are Marvin Chen, Senior Equity Strategist at Bloomberg Intelligence, Stephen Chiu, Chief Asia FX Strategist, and Timothy Tan, Senior Credit Strategist. They analyze how Asian equities might outpace the S&P 500 in 2026, with Marvin highlighting opportunities in Korea, Taiwan, and India. Stephen discusses the evolving dynamics of Asian currencies like the RMB, while Timothy dives into potential credit risks and liquidity issues, warning of funding stress that could trigger capital repatriation back to Asia. The future looks intriguing!

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.