Podcasts about fx research

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward!Disclaimer: https://www.research.hsbc.com/R/101/xhbSpmXStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forwardDisclaimer: https://www.research.hsbc.com/R/101/xhbSpmXStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

In this episode of our Perspectives series, Steven Major, HSBC's Global Head of Fixed Income Research, and Paul Mackel, HSBC's Global Head of FX Research, discuss market developments and surprises across bonds and currencies.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, YouTube, or Anghami for the latest business news and insights.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARYouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Anghami - https://play.anghami.com/artist/7640230 Hosted on Acast. See acast.com/privacy for more information.

In this episode of our Perspectives series, Steven Major, HSBC's Global Head of Fixed Income Research, and Paul Mackel, HSBC's Global Head of FX Research, discuss market developments and surprises across bonds and currencies.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies. Disclaimer: https://www.research.hsbc.com/R/101/RGNmNKK.Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat/id1530716865Spotify - https://open.spotify.com/show/3d9NPmyU64oqNGWvT0VvARAnghami - https://play.anghami.com/artist/7640230YouTube - https://www.youtube.com/playlist?list=PLBOGWG1Zpoxznztf0ucbZ5HZpP1cAqQQE Hosted on Acast. See acast.com/privacy for more information.

Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies. Disclaimer: https://www.research.hsbc.com/R/101/RGNmNKK. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

The Ringgit has been the dark horse this year, appreciating by 11% on a year-to-date basis. In fact, the best performing in Asia. We speak to Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore to understand why and if this trend can continue whilst looking at the Yen, Yuan, Pound and even the Greenback.Image Credit: shutterstock.com

Last week, two European countries headed to elections with one ending with an expected outcome, the other proved to be a surprise. With Labour firmly in charge of the UK whilst there may be political gridlock in France. What then does this mean for their respective economies and currencies? Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore tells us.Image Credit: kstudio / Freepik.com

We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies. Disclaimer: https://www.research.hsbc.com/R/101/pskbcwv Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research Hosted on Acast. See acast.com/privacy for more information.

Saktiandi Supaat, Head of FX Research at Maybank, assesses currencies performances in the past easing cycles, putting in perspective how central banks actions are impacting various currencies today, and shares his top 3 Asian currency picks.

Featuring: Steve Sosnick, Chief Strategist at Interactive Brokers, joins the program to discuss how central bank decisions are influencing global markets. Mark Heppenstall, President and CIO of Penn Mutual Asset Management, shares his perspective on APAC market outlook. Mahjabeen Zaman, Head of FX Research at ANZ, sits down with us to talk about the Bank of Japan, The Fed, and APAC markets.   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

There were initial expectations that the reign of King Dollar would come to an end as the Federal Reserve looked set to cut rates as early as March. However that prognosis is less certain as macroeconomic data point to inflation remaining stubbornly high while Fed minutes confirm that the timing of the cuts is hard to forecast. What then is the outlook of the US dollar and other major currencies? Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Group tells us.Image credit: Shutterstock.com

GREEK ECONOMY: Prospects & Outlook Post Investment Upgrade Moderator:Mr. Dimitris Diakopoulos, Senior Partner - Fortsakis - Diakopoulos & Associates Law Firm (FDMA)Panelists:• Mr. Themos Fiotakis, Head of FX Research and EM Macro Strategy - Barclays • Mr. Filippo Taddei, Senior European Economist, Executive Director - Goldman Sachs • Mr. Michael Arghyrou, Chairman of the Council of Economic Advisors – Hellenic Republic• Mr. Roberto Sifon-Arevalo, Managing Director, Global Head of Sovereign & MLI Ratings - S&P Global 25th Annual Capital Link Invest In #Greece Forum For more info: Capital Link Forum

Peter Tchir, Head of Macro Strategy at Academy Securities says he wants to be underweight Treasuries right now.George Saravelos, Global Head of FX Research at Deutsche Bank, says the ECB should cut rates when it meets next week. Ajay Banga, President of The World Bank joins from COP 28. David Turk, US Department of Energy Deputy Secretary joins from COP 28 where he says now is the time to refill the Strategic Petroleum Reserve. Helane Becker, Senior Research Analyst at TD Cowen weighs in on Alaska Air's plans to buy rival, Hawaiian.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Paul Mackel, Global Head of FX Research at HSBC, discusses the latest on the markets. He spoke with hosts Doug Krizner and Paul Allen on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Mahjabeen Zaman, Head of FX Research at ANZ, discusses the latest on the markets. She spoke with hosts Bryan Curtis and Paul Allen on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Mahjabeen Zaman, Head of FX Research at ANZ, discusses the latest on the markets. She spoke with hosts Bryan Curtis and Juliette Saly on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Mahjabeen Zaman, Head of FX Research at ANZ, discusses the latest on the markets. She spoke with hosts Bryan Curtis and Paul Allen on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Zu Beginn dieser Ausgabe steht der sogenannte Flash-Crash des britischen Pfunds im Mittelpunkt. Außerdem werden nach dem deutlichen Rechtsruck in Italien die Schwäche des Euros und die Stärke des US-Dollars beleuchtet. Dazu Ulrich Leuchtmann, Head of FX Research bei der Commerzbank.Danach die wichtigsten Zahlen aus dem Geschäftsklimaindex des ifo Instituts. Die Stimmung in der deutschen Wirtschaft hat sich deutlich verschlechtert. ifo-Präsident Clemens Fuest sieht Deutschland bereits in der Rezession und der Ökonom Lars Feld, Chefberater von Bundesfinanzminister Christian Lindner, sieht bereits den Großteil der Eurozone in die Schrumpfung rutschen.Anschließend die wichtigsten Entwicklungen an den US-Märkten: Wie sind Dow Jones, S&P 500 und Nasdaq in die neue Handelswoche gestartet? Im “Investment des Tages” geht Uniper in die Schnellanalyse. Woher kommt die positive Entwicklung der Aktie? Hosted on Acast. See acast.com/privacy for more information.

We speak to Saktiandi Supaat, Head of FX Research, Global Markets, and Maybank Singapore on how emerging market currencies will perform with strengthening US dollar as UK's newly announced mini-budget sent the pound sterling to record lows.

We speak to Saktiandi Supaat, Head of FX Research, Global Markets, and Maybank Singapore on how emerging market currencies will perform with strengthening US dollar as UK's newly announced mini-budget sent the pound sterling to record lows.

George Saravelos, Deutsche Bank Global Head of FX Research, says the dollar is ending up as the safe haven of choice by default. Margie Patel, Allspring Global Investments Senior Portfolio Manager, sees no "dynamic rebound" for stocks. Ed Morse, Citigroup Global Markets Commodities Research Head, expects Russia to run out of markets for its natural gas soon. Richard Haass, Council on Foreign Relations President, says western nations are going to have to have a major conversation about their trading policies with China. See omnystudio.com/listener for privacy information.

Die Türkei scheint ein Phänomen. Zumindest die Realwirtschaft läuft recht gut und das trotz horrender Inflation von 80 Prozent und einer immer schwächeren Währung. So kostete ein US-Dollar vor einem Jahr noch 8,50 Lira, inzwischen ist es mehr als das Doppelte. Dazu ein Gespräch mit dem Devisenexperten Ulrich Leuchtmann, Head of FX Research bei der Commerzbank.Ein weiteres Thema ist der schwache Euro. Der ist erneut unter die Dollar-Parität gefallen und es ist möglich, dass es noch weiter runtergeht. Dazu die wichtigsten Hintergründe.Von der Wall Street zunächst ein Blick auf die allgemeine Marktlage, nachdem die Woche mit der schlimmsten Talfahrt seit Juni begonnen hatte. Außerdem ein Update zum Stand der Verhandlungen von Apple, das iPhone künftig auch in Indien produzieren zu lassen. Der US-Konzern will sich unabhängiger von China machen.Das “Investment des Tages” ist diesmal Gold. Die Preisentwicklung der vergangenen Wochen bedarf einiger Erklärungen. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Jan Hatzius, Chief Economist at Goldman Sachs, thinks the it could be a couple more years before the Fed cuts rates. Steven Ricchiuto, Mizuho Securities USA Chief US Economist, describes why this is not a typical inflation cycle. Steve Englander, Standard Chartered Bank Global Head G-10 FX Research, says the ECB doesn't have the tools to address the weakness in Europe. Tina Fordham, Fordham Global Foresight Geopolitical Strategist & Founder, says there are no signs of the war in Ukraine abating. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Peer to Peer Conversations," discusses his interview John Doerr, Kleiner Perkins Chairman and 'Speed & Scale' Author. See omnystudio.com/listener for privacy information.

Was ist vom heutigen Treffen der Opec zu erwarten und wie wird sich der Ölpreis entwickeln? Die Antworten darauf von Ulrich Leuchtmann, Head of FX Research der Commerzbank. Er erklärt unter anderem, warum eine Erhöhung der Fördermenge schwierig ist.Zuvor der Blick auf den Taiwan-Besuch von Nancy Pelosi, der Sprecherin des US-Repräsentantenhauses. Hinsichtlich der Warnungen dazu aus China haben Anleger verschreckt reagiert und die Märkte belastet.Außerdem das Update von der Wall Street. Neben den politischen Spannungen haben weitere Unternehmensbilanzen die Stimmung an den US-Finanzmärkten geprägt. Darunter die Beteiligungsgesellschaft KKR und der Fahrdienstleister Uber.Danach geht es zu Covestro. Nach der Gewinnwarnung Ende voriger Woche hat der Kunststoffkonzern seine Quartalszahlen präsentiert und sich hinsichtlich der Gasversorgung geäußert. Die “Aktie des Tages” trägt diesmal das Kürzel RACE und damit rollt Ferrari in die Analyse. See acast.com/privacy for privacy and opt-out information.

Leon Cooperman, Omega Family Office Chairman & CEO, doesn't expect a bull market anytime soon. George Saravelos, Deutsche Bank Global Head of FX Research, says we've had a very big regime shift in currency markets this year. Sonal Desai, Franklin Templeton Fixed Income CIO, says there may still be further hawkish surprises in store. Michael Shaoul, Marketfield Asset Management CEO, says we are heading for a financial accident in the next few months.See omnystudio.com/listener for privacy information.

Commerzbank-Analyst Ulrich Leuchtmann über die Folgen der Sanktionen für die russische Wirtschaft.Die Lage der russischen Wirtschaft ist in dieser Ausgabe zentrales Thema. Dazu ein Gespräch mit Ulrich Leuchtmann, Head of FX Research der Commerzbank. Der Devisenexperte meint, dass trotz der aktuell erscheinenden Zahlungsnöte, die Sanktionen gegen Russland eher langfristig Wirkung zeigen werden. Das Wirtschaftswachstum des Landes werde nachhaltig erodiert.Anschließend ein Blick auf die Termine, die in dieser Woche für die Finanzmärkte relevant werden. Unbestrittener Höhepunkt wird die Sitzungs des EZB-Rats. Darüber hinaus hören Sie, was an der Wall Street in den nächsten Tagen noch ansteht. Außerdem eine Zusammenfassung der wichtigsten Entwicklungen am ersten Handelstag dieser Woche, die ohne Feiertag regulär gestartet ist.Die “Aktie des Tages” ist die des deutschen Konsumgüterkonzerns Beiersdorf. Nachdem der Nivea- und Tesa-Hersteller erneut in den Dax aufgestiegen ist, lohnt ein genauerer Blick. Zudem hören Sie CEO Vincent Warnery, der seit einem Jahr an der Spitze steht und sich trotz der geopolitischen Probleme optimistisch zeigt. See acast.com/privacy for privacy and opt-out information.

Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore, discusses whether Malaysia should once again peg the ringgit, following the currency's decline to 4.40-levels to the US dollar.Image Credit: Shutterstock.com

The Malaysian ringgit has recorded its steepest monthly drop since November 2016. Although generally a weak currency is good for exports as it makes selling of goods more affordable, a weak currency could also be challenging for the economy as it makes imports more expensive. Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore breaks down the cause of this Ringgit weakness with us.

The Malaysian ringgit has recorded its steepest monthly drop since November 2016. Although generally a weak currency is good for exports as it makes selling of goods more affordable, a weak currency could also be challenging for the economy as it makes imports more expensive. Saktiandi Supaat, Head of FX Research, Global Markets, Maybank Singapore breaks down the cause of this Ringgit weakness with us.

As the war in Ukraine continues, major currencies have also seen significant volatility. The Euro and the Pound have seen sharp depreciation against the US Dollars as investors sought shelter in the greenback. Saktiandi Supaat, Head of FX Research at Maybank tells us the outlook for currencies. Image credit: Shutterstock.com

George Saravelos, Deutsche Bank Global Head of FX Research, says the U.S. inflation picture is very different from anything we've seen before. Sarah House, Wells Fargo Senior Economist, says the pace of Fed hiking will be a key theme at the next meeting. Nadia Lovell, UBS Senior U.S. Equity Strategist, says the recent equity market selloff "might be behind us" and that investors should take advantage of the pullback. Tina Fordham, Avonhurst Head of Global Political Strategy, says the conflict between Russia and Ukraaine is entering serious territory. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Expertengespräch zur riskanten Geldpolitik von Erdoğan.Ein Schwerpunkt der heutigen Ausgabe sind die Folgen der riskanten Geldpolitik in der Türkei. Heute steht dort die nächste Notenbank-Entscheidung an. Wie gefährlich die Eingriffe von Präsident Recep Erdoğan sind, hören Sie von Ulrich Leuchtmann, Head of FX Research bei der Commerzbank.Ein weiteres Thema ist der Renditeanstieg am Rentenmarkt, was bedeutet der für die Banken-Branche? Von der Wall Street kommen neue Unternehmenszahlen und es folgt eine Bilanz zum 1. Jahrestag der Vereidigung von US-Präsident Joe Biden.Anschließend noch ein Sprung zur Davos Agenda des World Economic Forum. Bundeskanzler Olaf Scholz hat diesmal eine Bühne bekommen. Die “Aktie des Tages” ist die des deutschen Kupferproduzentens Aurubis. Bei Europas größter Kupferhütte sprudeln die Gewinne. See acast.com/privacy for privacy and opt-out information.

George Bory, Allspring Global Investment Holdings Fixed Income Specialist, says central banks are trying to re-establish their credibility as inflation fighters. Seth Carpenter, Chief Global Economist Morgan Stanley, says we're going to continue talking about inflation for a long time. Beata Kirr, Co-Head of Investment Strategies at Bernstein Private Wealth Management, says the Federal Reserve's intent to tackle inflation has provided a boost to market certainty and outlook. Steven Englander, Standard Chartered Head of G-10 FX Research, sees dollar weakness ahead. Shahab Jalinoos, Credit Suisse Chief FX & Rates Strategist, says to try to stay long the dollar where possible. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The US Dollar had been already gaining strength prior to news of this Covid 19 variant, Omicron. But will emerging currencies face more headwinds over this new uncertainty and how will the Ringgit react? Saktiandi Supaat, Head of FX Research at Maybank tells us. Image credit: Pexels.com

Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Bank Global Head of FX Research, says crypto is a symptom of extra savings. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the direction of markets looks up from here. Wendy Schiller, Brown University Taubman Center for American Politics & Policy Director, says independts are feeling comfortable with the GOP. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

What does the future of international and reserve currencies look like? Will the US dollar remain supreme or will we see the ascendance of the euro or renminbi? What role will digital currencies play and what does it all mean for emerging markets? In this episode, Paul Mackel, Global Head of FX Research at HSBC Global Research hosts Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, in a fascinating and wide-ranging discussion on the changing nature of central banks, digital currencies and emerging markets. This episode is part of our Access Emerging Markets miniseries. It is an abridged version of a webinar that was originally held on 5 October 2021 as part of HSBC's Global Emerging Markets Forum 2021. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the latest episode in our ‘Rethinking treasury' miniseries. In this podcast our experts explore the key findings and insights from our 2021 corporate risk management survey.Holger Zeuner, Head of HSBC's Corporate Sales Thought Leadership team for EMEA, is joined by Rahul Badhwar, Global Head of Corporate Sales and Paul Mackel, Global Head of FX Research, to discuss the changing role of corporate treasury and the road ahead for CFOs and treasury risk managers. To read HSBC's ‘Rethinking Treasury: The road ahead' survey report in full, click here. Hosted on Acast. See acast.com/privacy for more information.

In this week’s FX and Your Business Podcast, Phin Ziebell speaks to Ray Attrill, NAB’s Head of FX Research, about last week’s fall to new year to date lows in the AUD/USD at 0.7535 and its subsequent rebound. Ray discusses recent strong US economic data, US equity market strength and bond market volatility and how this is playing out in FX, as well as anticipation of large scale US fiscal stimulus, including proposed multi-trillion dollar infrastructure spending. Ray and Phin also discuss COVID-related economic restrictions and vaccination roll outs across major economies and how this is influencing currency markets, including on some of the AUD cross rates. Finally, Ray tells us what’s on his radar this week that may impact FX markets.

Phin Ziebell speaks to Ray Attrill NAB Head of FX Research about what happened in FX markets last week and what is coming up this week. Ray discusses NAB's forecasts for Q1 as being largely consistent with current market levels save for EUR weakness related to COVID infection control and vaccine rollouts. Ray cites New Zealand's economic performance as as an example of how Europe may bounce back in Q2 and beyond as the control the COVID Virus. Phin and Ray discuss Q2 currency forecasts and the AUD/NZD cross.

Lucia La Bella, Executive NAB Markets interviews Ray Attrill, NAB Head of FX Research about the EURO Dollar and what that means for the AUD/EUR cross. They discuss the key drivers of the EURO, the NAB forecasts and growth prospects post emergence from COVID lockdowns.

Europe's move to reopen borders in hopes to salvage the summer season has backfired. Spain, France and Germany have all reported a record spike in virus cases since they emerged from lockdown. Experts say one main reason is the restart of intra-European travel, with nearly half of recent German cases being contracted abroad. As Sibel Karkus reports, this means a fresh blow for the European travel industry. We spoke to Ulrich Leuchtmann in Frankfurt. He's head of FX Research at Commerzbank. #EUTravel #ClosedBorders #Coronavirus

Germany and some of its neighbours have started to gradually lift restrictions put in place to curb the spread of the coronavirus. Europe's biggest economy had introduced a lockdown on March 22, shutting all non-essential businesses. The re-opening of the economy has been welcomed by consumers craving retail therapy. But as Sibel Karkus reports, Chancellor Angela Merkel has warned of the possibility of second wave of infections. For more we spoke to Ulrich Leuchtmann from Frankfurt in Germany. He's the head of FX Research at Commerzbank. #Germany #LockdownMeasures #Coronavirus

In our weekly podcast, Macro Strategy Views, we discuss the economic and financial performance in 2019 and the outlook for 2020. Real money funds are having a strong year, mirroring the stellar returns of financial assets. We discuss why 2020 will be more challenging despite better growth. Global Head of FI&C Research, Thomas Harr, chairs today’s podcast. He is joined by Head of FX Research, Christin Tuxen, Head of International Macro Research, Jakob Ekholdt Christensen, and ECB strategist Piet Christiansen.

David Kirkpatrick, Techonomy Media CEO & Founder, says the arrogance of Silicon Valley is being broken already, with the help of Facebook's errors. Derek Halpenny, MUFG Head of European Global Markets Research, says the central bank easing course is "done and dusted." George Saravelos, Deutsche Bank Global Head of FX Research, says Europe is at a point with the ECB right now where "less is more." Nancy Ognanovich, Bloomberg Government Congressional Leadership Reporter, says we're looking at a 35% chance of another government shutdown this year. And Scott Galloway, NYU Stern Professor, warns of a consolidation of players in the streaming wars.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

David Kirkpatrick, Techonomy Media CEO & Founder, says the arrogance of Silicon Valley is being broken already, with the help of Facebook's errors. Derek Halpenny, MUFG Head of European Global Markets Research, says the central bank easing course is "done and dusted." George Saravelos, Deutsche Bank Global Head of FX Research, says Europe is at a point with the ECB right now where "less is more." Nancy Ognanovich, Bloomberg Government Congressional Leadership Reporter, says we're looking at a 35% chance of another government shutdown this year. And Scott Galloway, NYU Stern Professor, warns of a consolidation of players in the streaming wars. 

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.                     Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.                    

Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen.

Malaysia's Cabinet ministers are willing to take a 10% pay cut, even though they are reportedly already paid less than civil servants. Does it have a real impact on reducing the RM1 trillion debt, or is it a symbolic move to signal the cabinet’s resolve to solve this problem? Saktiandi Supaat, Executive Vice President and Head of FX Research of Global Markets at Maybank, weighs in.

This week on CFTC Talks, we bring on an expert in the non-virtual currency world known as foreign exchange. Deutsche Bank’s George Saravelos Deutsche Bank is the Global Co-head FX Research in London.  We discuss the outlook for the US dollar against the major currency pairs.  We try to solve the conundrum of why the currency markets have been less volatile than the equity and bond markets.  And why the Federal Reserve and the US Treasury are critical for understanding investor outlook on the US dollar.

George Saravelos, Deutsche Bank Global Co-Head of FX Research, says asset valuations will be the biggest problem for the dollar this year. Stanley Collender, Qorvis MSLGROUP Executive VP, says as interest rates rise, it will begin to become a political problem. Jeff Sprague, Vertical Research Partners Managing Partner, provides an overview of the industrial sector. Jared Bernstein, Center on Budget & Policy Senior Fellow, says when we hit the next recession, we will have too little monetary and fiscal space.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

George Saravelos, Deutsche Bank Global Co-Head of FX Research, says asset valuations will be the biggest problem for the dollar this year. Stanley Collender, Qorvis MSLGROUP Executive VP, says as interest rates rise, it will begin to become a political problem. Jeff Sprague, Vertical Research Partners Managing Partner, provides an overview of the industrial sector. Jared Bernstein, Center on Budget & Policy Senior Fellow, says when we hit the next recession, we will have too little monetary and fiscal space. 

Deutsche Bank Global Co-Head of FX Research, George Saravelos speaking about relative expectations between The FED and ECB. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Deutsche Bank Global Co-Head of FX Research, George Saravelos speaking about relative expectations between The FED and ECB. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.