Global Exchanges Podcast
1) Headfakemania
In this week's episode, we discuss the recent price action in foreign exchange surrounding central bank decisions from the Bank of Canada, Fed, ECB, and Bank of England. We reflect on why central bank...Show More
2) The Surprisingly Front-Loaded Dollar Decline
In this week's episode, we talk through the ongoing downtrend in the US dollar, with particular mention of where things might go from current levels in EURUSD, GBPUSD, and USDJPY.
3) Tinkering or Tightening? - The BoJ's Late-Year Surprise
In this abbreviated episode, we offer a preliminary reaction to the BoJ's surprise decision to tinker with the parameters of its yield curve control mechanism.
4) Season's Musings
In this week's episode, we look back at the biggest surprises in FX markets and related fundamentals in 2022. We will also offer preliminary thoughts on potential surprises for 2023.
5) Things We're Watching Into Year-end
In this week's episode, we home in on the 1M horizon, which now brings us to the end of calendar year 2022. We share our thoughts on the latest developments in RMB, GBP, USD, and CAD.
6) As the FX World Turns - The 2022 Episode
In this week's episode, we discuss so-called “turn pressures” that are manifest in the movement of implied yields embedded in FX forward points of various different currencies. This discussion feature...Show More
7) The Long and Bumpy Rounded Top
In this week's episode, we discuss the latest movements in the broad US dollar with particular focus on the euro, British pound, Chinese renminbi, and Japanese yen.
8) How Many Interventions Does it Take?
In this week's episode, we discuss recent developments related to the yen, the renminbi, the euro, and the Canadian dollar.
9) Fourth Quarter Flareup Risks
In this week's episode, we discuss recent developments related to the Japanese yen, the British pound, and the Chinese Renminbi.
10) Breaking News in FX
In this week's episode, we discuss recent developments in the US dollar, British pound, Japanese yen, and some of the G10 commodity currencies. In particular, we analyze whether the FX market is 'brea...Show More