Join Brian Daingerfield and Alvaro Vivanco as they discuss FX market moves in recent weeks. In the US, December's sell-offs of the dollar have partially reversed in January, leaving them wondering if seasonal and liquidity factors led the USD to weaken too far too fast heading into the end of 2023. And in emerging markets (EM), they discuss why December was a somewhat disappointing one for EM currencies, given the performance of other cyclically-linked asset classes. Finally, the two touch on drivers of the yen, which has been the worst performer in G10 in the early days of 2024.
Remember to hit ‘subscribe’ or ‘follow’ so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 4 January 2024. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html Please note that captions are automatically generated.
Join Brian Daingerfield and Alvaro Vivanco as they discuss FX market moves in recent weeks. In the US, December's sell-offs of the dollar have partially reversed in January, leaving them wondering if seasonal and liquidity factors led the USD to weaken too far too fast heading into the end of 2023. And in emerging markets (EM), they discuss why December was a somewhat disappointing one for EM currencies, given the performance of other cyclically-linked asset classes. Finally, the two touch on drivers of the yen, which has been the worst performer in G10 in the early days of 2024.
Remember to hit ‘subscribe’ or ‘follow’ so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 4 January 2024. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html Please note that captions are automatically generated.