Will political instability and economic challenges drive the dollar’s decline even further, deepening concerns about the U.S. economy? State Street's experts discuss.
This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the U.S..
George Noble's Twitter space is going viral in the global macro manager community. George is a former PM at Fidelity. He gathers some of the sharpest minds in the global macro community to dicuss market devlopments, dislocations, and strategy. The gilt discussion and UK pension funds starts at 40 mins. Ian Harnett (…
In a volatile market, Deutsche Bank experts, George Saravelos, Global Head of FX Research, and Verena Kruse, Global Head of FX Liquidity Sales, discuss the potential shift in global currency dominance from the US dollar to the euro.
In this episode, Bob Elliott joins the show to discuss the reversal of U.S. Dollar capital flows after the announcement of Trump's tariffs. We deep dive into the U.S balance of payments problem, the changing economic order, why the U.S Dollar continues to get sold & how to structure a portfolio in this environment…
In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that’s too uncomfortable for most policymakers to admit: The world has changed. The models haven’t.
Mounting concern over the strength of the U.S. economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast.
Ning Sun, our Senior Emerging Market Strategist in the Americas, joins host Tim Graf to discuss the potential impact of inflation and trade tariffs on the U.S. dollar.
State Street's experts discuss market uncertainties and opportunities for investors amid shifting trade dynamics and evolving policies under the Trump administration.
Eimear Daly and Brian Daingerfield discuss the impact of rising Israel/Iran tensions on FX markets, touching on potential for further escalation, the prospect of reduced oil supplies, and drivers of oil supply and demand outside of geopolitics.
A Bank for International Settlements study says over $60 trillion of off-the-books currency swaps could be a profound, systematic risk. Rob Johnson joins Paul Jay on theAnalysis.news.
The UK's recent disastrous "mini" Budget can trace its origins back to Britain's decision to leave the European Union. The economic costs of Brexit were masked by the Covid-19 pandemic and the crisis in Ukraine. But six years after the UK voted to leave, the effect has become clear. In this film, senior…
Dr. Perry Mehrling, Professor of International Political Economy at the Pardee School of Global Studies, Boston University, joins Forward Guidance to discuss the health of the global dollar system. Sharing ideas from his latest book, “Money and Empire: Charles P. Kindleberger and the Dollar System,” Dr. Mehrling shares…
The study of investor behaviour has many practical approaches. When applied across aggregated conviction trades and aggregated unwinding trades, it can deliver multiple layers of insight into investment risk and performance potential. In this session, Alex Cheema-Fox, Head of Flow and Positioning Research at State Street…
