Dollar at Crossroads as Tariffs, Growth Path Evolve: FX M...

What this episode covers

The weakening path recently observed through US survey evidence has yet to be confirmed by a sustained turn in the core economic news flow, but if confirmed, this could entertain a more bearish dollar outlook than envisaged at the start of the year. In this episode of FX Moment, Bloomberg Intelligence’s chief G-10 FX strategist Audrey Childe-Freeman and Valentin Petrescou, senior portfolio manager at Lombard Odier Investment Managers, discuss the US dollar outlook amid an ever-evolving tariff narrative, with Petrescou arguing that a trade war scenario may not be all that dollar bullish in the current economic cycle. The two also discuss the merits of yen exposure in FX diversification strategies and conclude a euro-dollar parity scenario is fading.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Dragnet Entertainment Radio The Dragnet radio show was a groundbreaking and influential police procedural drama that ran on NBC from 1949 to 1957. Here are some key things to know about it:Main Features:Focus: The show followed the cases of Sergeant Joe Friday and his partners, primarily in the Los Angeles Police Department. It depicted the real-life work of detectives, including the tedious investigation process, interviews, stakeouts, and occasional danger.Realism: Jack Webb, the show's creator and star, aimed for authenticity. Episodes were often based on real cases, with details changed to protect the innocent. The dialogue was direct and unvarnished, mimicking the way police officers actually spoke.Famous Intro: The show's opening sequence is iconic: the announcer's voice declaring "This is the city... Los Angeles... California..." followed by the signature "dun-dun-DUN" theme music.Impact:Pioneering Police Procedural: Dragnet is considered a pioneer of The Ten Commandments Chad Boersema Many focus on MAKING disciples, we hope to help in the process of BEING a disciple of Jesus. Understanding the ten commandments can be a good place to reflect on, as they were one of Israel's first introductions to learning how to relate to God and live in His way. Jesus also references the commandments in his sermon on the mount saying, “...whoever does them [the commandments] will be called great in the kingdom of heaven.” (Matthew 5:19) Looking forward to exploring these with you! Thanks for listening!web - jesusdisciple.info facebook - facebook.com/jesusdisciple.info twitter - twitter.com/fellow_disciple instagram - instagram.com/jesusdisciple.info The Boundless Show Focus on the Family Life is challenging for Christian singles. How do you balance work and personal life? How do you own your faith? How can you date with a purpose? And prepare for marriage? All while honoring God through it all? Hit up The Boundless Show, a Christian podcast for young adults, for some good, honest conversation. The young adult years are full of possibility and choices that shape who you become. Join host Lisa Anderson to discuss the highs and lows, lean on each other, and trust God in this important season of adulthood. Growing Pains Carlehr Swanson This podcast will assist in navigating the difficult growth processes we all go through in life. This podcast is hosted by Carlehr Swanson and will feature guests and focus on different aspects of growth.

Frequently Asked Questions

How long is this episode of FICC Focus?

This episode is 24 minutes long.

When was this FICC Focus episode published?

This episode was published on March 1, 2025.

What is this episode about?

The weakening path recently observed through US survey evidence has yet to be confirmed by a sustained turn in the core economic news flow, but if confirmed, this could entertain a more bearish dollar outlook than envisaged at the start of the year....

Can I download this FICC Focus episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.