Continental Drift
from Macro Minutes
In this episode, Elsa, Peter, and Blake discuss the weakening of the USD, the outlook for the Fed and UST markets as well as the cross implications of both developments on the ECB and European rates. Participants: Elsa Lignos (Desk Strategy), Head of FX Strategy Blake Gwinn (Desk Strategy), Head of US Rates Strategy Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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How long is this episode of Macro Minutes?
This episode is 27 minutes long.
When was this Macro Minutes episode published?
This episode was published on July 2, 2025.
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