Steve Englander

Steven Englander, the global head of G-10 FX research at Standard Chartered, dives into the recent surge in global interest rates, particularly highlighting the spike in Japanese government bonds. He discusses how a weakening dollar impacts the U.S. economy and dissect the complex dynamics of fiscal policies. The conversation touches on the 'sell America' narrative, investor concerns in uncertain markets, and the challenges central banks face during stagflation. Englander emphasizes the need for innovative approaches to tackle these economic hurdles.

Steven Englander, the Global Head of G10 FX Research and North America Strategy at Standard Chartered Bank, dives into the peculiarities of the current labor market. He discusses the low unemployment rate and the puzzling slowdown in job creation, pointing to the complexities in interpreting non-farm payroll data. Englander also examines bond market stress, especially in Europe, and the evolving role of immigration, demographics, and AI in the workforce. His insights highlight the challenges of translating data into effective policy.

In this discussion, Steve Englander, Global Head of G10 FX Research at Standard Chartered, provides insights on the weakening dollar and shares his bold prediction of a 50bps rate cut in September. He explores the interplay between U.S. labor data revisions and market expectations. The conversation also touches on geopolitical uncertainties, particularly regarding a potential government shutdown, and the economic implications of rising government spending. Englander emphasizes how these dynamics could influence financial markets and economic forecasts.

Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank, dives into the swirling currents of the financial markets. He examines how recent U.S. tariffs have reshaped investor sentiment and economic forecasts. The conversation navigates the complex balance of payments and the factors pushing the dollar lower, including rising pessimism about the U.S. economy. Steven also discusses challenges in the bond market and the dollar's evolving role as a safe haven amidst geopolitical pressures. Tune in for valuable insights into these pressing economic themes!

Steven Englander, Global Head of G10 FX Research at Standard Chartered, shares insights on a weak dollar and forecasts a 50bps Federal Reserve cut in September. He emphasizes the challenges of interpreting labor market data and the impact of AI on productivity. The discussion delves into the reliability of government economic data and its influence on market perceptions. Englander also explores how upcoming economic releases could shape inflation metrics and their wider implications for the stock market.