Steve Englander

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!

Amos Hochstein, Senior Advisor to the President for Energy and Investment, discusses the nuances of White House energy policy and ongoing ceasefire talks in Gaza. Steve Englander, Global Head of FX Research at Standard Chartered, analyzes the strength of the Yen and market expectations surrounding a potential rate hike from Ueda. Kelsey Berro, a Fixed Income Portfolio Manager at JPMorgan, sheds light on shifting Federal Reserve expectations in response to robust U.S. economic data, impacting investment strategies in the bond market.

Steve Englander, the Global Head of G10 FX Research at Standard Chartered Bank, dives into Treasury Secretary Yellen's remarks about Trump’s influence on the dollar and previews the BOJ's upcoming moves. Jeannette Lowe from Strategas discusses Kamala Harris's hunt for a VP pick amidst a shifting political landscape. Meanwhile, James Camp and Zach Griffiths analyze data suggesting possible rate cuts by the Fed in September, investigating how these financial decisions could impact markets and bond trading.