
Sign up to save your podcasts
Or
The cyclically and structurally dollar bearish narrative that dominated 1H have just been revived by the weakness in the July Non Farm Payrolls figures and associated dovish Fed expectations adjustment (cyclically dollar negative) as well as by the controversial and highly unexpected firing of the Bureau of Labor Statistics Chief (structurally dollar negative). Bloomberg Intelligence's Chief G10 FX Strategist Audrey Childe-Freeman talks to Elias Haddad, Senior Market Strategist at Brown Brothers Harriman Investor about whether the recent US dollar rebound may be over already.
Elias and Audrey agree that the dollar bear view stays in place beyond near-term summer distortions and with the $1.20 plus euro-dollar year-end case holding for now.
4.7
2727 ratings
The cyclically and structurally dollar bearish narrative that dominated 1H have just been revived by the weakness in the July Non Farm Payrolls figures and associated dovish Fed expectations adjustment (cyclically dollar negative) as well as by the controversial and highly unexpected firing of the Bureau of Labor Statistics Chief (structurally dollar negative). Bloomberg Intelligence's Chief G10 FX Strategist Audrey Childe-Freeman talks to Elias Haddad, Senior Market Strategist at Brown Brothers Harriman Investor about whether the recent US dollar rebound may be over already.
Elias and Audrey agree that the dollar bear view stays in place beyond near-term summer distortions and with the $1.20 plus euro-dollar year-end case holding for now.
973 Listeners
2,173 Listeners
1,855 Listeners
793 Listeners
60 Listeners
1,291 Listeners
78 Listeners
98 Listeners
429 Listeners
26 Listeners
218 Listeners
21 Listeners
73 Listeners
25 Listeners
26 Listeners