Global Exchanges

In this week's episode, we discuss the key factors facing central banks with meetings this week along with potential outcomes in terms of policy and FX responses. We go through the situations facing the Fed, BOJ, BOE, and PBOC.

In this week's episode, we discuss potential terminal rates for this cycle for G10 central banks and how they may differ from long-run equilibrium rates and what they may mean for foreign exchange. We also explore how the euro might react to a sudden peace in the Ukraine War.

In this week's episode, we discuss recent policy signals from various central banks and associated movements in FX markets.

In this week's episode, we discuss recent developments in the FX market and a few key upcoming events.

In this week's episode, we discuss an analogy of the situation facing the Fed Chair Powell and other central bankers, along with FX market implications.

In this week's episode, we discuss some of the key issues for the FX market during the dog days of summer, including the persistence of above-average volatility, the softening of oil prices, and the modest relief rally in the euro.

In this week's episode, we discuss the reasons why the Mexican peso and Chinese renminbi have diverged so sharply in 2022. We give our thoughts on how long, and to what extent, this divergence can continue. We throw this out as one of our favorite summer trades--noting that it is a trade that should benefit in the event that oil continues to move higher.

In this week’s episode, we discuss recent signs of distress in financial markets related to the rising US dollar, rising oil prices, and uncertainty over central bank responses to these issues.

 In this week's episode, we discuss the pullback in the US dollar over the past two weeks and go through the macro stories behind it before looking at a few key exchange rates.

In this episode, special guest Jennifer Lee from BMO’s economics team joins Greg Anderson to discuss the slowdown in the global economy and the surge in global inflation.