Episodes
Where will the USD head following the June Fed meeting?June 08, 2023
Has China's reopening recovery run its course?June 01, 2023
How could the recent turn in USD affect emerging market FX?May 26, 2023
How might the latest US debt ceiling drama play out and what does that mean for USD?May 19, 2023
Is the outlook for the UK economy (and for Sterling) looking up?May 12, 2023
Why we’re still bullish on Sterling May 05, 2023
It's not just central banks in the driving seat for EURUSDApril 27, 2023
Why we see fiscal sustainability increasingly driving FX performanceApril 20, 2023
What does the US dollar outlook mean for emerging markets?April 13, 2023
Is the US dollar outlook worth a rethink?April 06, 2023
How vulnerable are emerging markets to financial sector volatility?March 30, 2023
How hard will US dollar headwinds blow in 2023?March 23, 2023
Is recent repricing seen in global asset prices here to stay?March 16, 2023
A last hurrah for hawkishness?March 09, 2023
What the China reopening means (and doesn’t) for CNYMarch 02, 2023
How much higher could the market drive the US dollar?February 24, 2023
Why markets are wrong to be overly pessimistic about SterlingFebruary 16, 2023
What will drive Emerging Markets FX in the months ahead?February 09, 2023
Will markets and central banks continue pushing in opposite directions?February 02, 2023
Where do we see FX heading after a week of key central bank meetings?January 26, 2023
The BoJ keeps Yield Curve Control, so what next for the Yen?January 19, 2023
A new podcast on the big FX trends to watchJanuary 12, 2023
The Currency Exchange Podcast - coming soonJanuary 12, 2023