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James Chu, Head of Investment Solutions at Tricio, interviews Tricio's Chief Strategist, Gerry Celaya. We discuss our USD view for 2023, the recent Fed hike and employment report. We also discuss the pressures that the ECB will have to deal with this year and our EUR/USD view. The end of the Truss (short-lived) regime gave the GBP a respite and we talk about how we expect further GBP/USD strength. We also talk about currency hedged investments again, with the view that those asset holdings that benefited from a strong USD in 2022 may see the reverse in 2023.
James Chu, Head of Investment Solutions at Tricio, interviews Tricio's Chief Strategist, Gerry Celaya. We discuss our USD view for 2023, the recent Fed hike and employment report. We also discuss the pressures that the ECB will have to deal with this year and our EUR/USD view. The end of the Truss (short-lived) regime gave the GBP a respite and we talk about how we expect further GBP/USD strength. We also talk about currency hedged investments again, with the view that those asset holdings that benefited from a strong USD in 2022 may see the reverse in 2023.