Meera Chandan, Saad Siddiqui and James Nelligan discuss (a) macro tensions for FX stemming from improving momentum in China / Europe and a less aggressive Fed on the one hand, and rising US yields and escalating geopolitics on the other, and (b) why a flip in bond-equity correlations should result in greater safe-haven demand in currencies benefitting USD and CHF.

 

SpeakersMeera Chandan,  Global FX Strategy

Saad Siddiqui, Emerging Markets Research

James Nelligan, Global FX Strategy

 

This podcast was recorded on 20 October 2023

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