EPISODE · Mar 28, 2025 · 13 MIN
Reciprocal tariff plans are not fully priced
from The MUFG Global Markets Podcast · host MUFG EMEA
The US dollar is weaker this week against most G10 currencies ahead of the key reciprocal tariff announcement on 2nd April. Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Shan Husain Institutional FX Sales EMEA about how the markets are positioned ahead of the announcement and what we can expect in the days and weeks following. Derek suggests financial markets are possibly overly optimistic about the potential impact. Disclaimer: www.mufgresearch.com (PDF)
What this episode covers
The US dollar is weaker this week against most G10 currencies ahead of the key reciprocal tariff announcement on 2nd April. Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Shan Husain Institutional FX Sales EMEA about how the markets are positioned ahead of the announcement and what we can expect in the days and weeks following. Derek suggests financial markets are possibly overly optimistic about the potential impact. Disclaimer: www.mufgresearch.com (PDF)
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Reciprocal tariff plans are not fully priced
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