With: 

Sam Lynton-Brown, CFA,  Head of Global Developed Markets Strategy

Alex Jekov, G10 FX Strategist

BNP Paribas | Global Markets (Recorded 28 March  2022) 

In this podcast we explore foreign investor buying of US assets. We find that most debt inflows come from the Eurozone and Japan. For institutional investors, we expect a slowing in eurozone investor buying of USD fixed income. For foreign holdings of US equities, any rebalancing lower of US equity exposure could result in substantial USD selling. Our assessment of the outlook for cross-border flow dynamics is consistent with upside risks to EURUSD.   

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