Against a backdrop of limited data visibility from the US government shutdown, our Global FX Strategists discuss 1) how global growth momentum indicators are tracking, 2) new flare-ups in credit risk & US-China relations impacting the currency space, 3) recent developments in Australia & NZ, and finally 4) some impressions on FX market themes from this week’s IMF/Word Bank meetings.

Speakers:

Meera Chandan, Global FX Strategy

Arindam Sandilya, Global FX Strategy

Ben Jarman, Global FX Strategy

Patrick Locke, Global FX Strategy

This podcast was recorded on October 17, 2025

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