Global Exchanges

In this episode, we discuss the ongoing USD rally, ADXY weakness, and their potential feedback effects on the Fed.

In this episode, we discuss noteworthy FX moves over the past week and what they may mean going forward, with particular emphasis on the Chinese renminbi and Japanese yen.

In this episode, we discuss the latest developments in the yen and euro and offer a bit of loose speculation ahead of this week's G7 and G20 meetings along the sidelines of the IMF/World Bank meetings.

In this episode, we discuss recent developments in the valuations of the Japanese yen, Korean won, Canadian dollar, and euro.

In this episode, we discuss the shocking weakness exhibited by the yen over the past few days as manifest by the move in USDJPY above 125. We also discuss the influences that have led to the pop above 1.11 in EURUSD.

In this episode, we discuss the surprising evolution of exchange rates over the past week, with particular focus on the strange concoction of influences that has led the EURJPY exchange rate to rise by 3%.

In this episode, we discuss the biggest FX moves over the past few days, which are in USDJPY, USDRMB and correlated Asian currencies.

In this week's episode, we take a walk through the FX landscape as a result of the events in Ukraine. The point of our survey is to identify currency pairs that have either moved too much as a result of those events or that haven't moved enough given the shifts in related financial prices and underlying economic fundamentals.

In this week's episode, Stephen Gallo is joined by BMO's Colin Hamilton, for an in-depth discussion of China's role as a global macro counterweight to numerous phenomena which have persisted in the global economy — but externally to China. This 2-year long counterweight dynamic doesn't seem to be in its end stages yet, so this week's episode covers the implications for the foreign exchange markets and specific commodity prices.

For this week's episode, Greg Anderson is joined by special guest Frank White, an EM FX Trader. Greg and Frank preview elections later this year in two countries: Brazil and the Philippines.