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Talking Heads – A race between the ECB and the Fed?

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Manage episode 388844915 series 1271630
Content provided by BNP Paribas Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BNP Paribas Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Amid growing hopes that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than expected. John Bradley, Head of Foreign Exchange, and Daniel Morris, Chief Market Strategist, discuss the prospects for the main developed market currencies in this environment. On this Talking Heads podcast, John highlights the likelihood of the US dollar weakening, especially against the Japanese yen, as markets anticipate changes in interest rate differentials.

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264 episodes

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Manage episode 388844915 series 1271630
Content provided by BNP Paribas Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BNP Paribas Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Amid growing hopes that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than expected. John Bradley, Head of Foreign Exchange, and Daniel Morris, Chief Market Strategist, discuss the prospects for the main developed market currencies in this environment. On this Talking Heads podcast, John highlights the likelihood of the US dollar weakening, especially against the Japanese yen, as markets anticipate changes in interest rate differentials.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download
the Viewpoint app: https://onelink.to/tpxq34
Follow
us on LinkedIn: https://bnpp.lk/am


Hosted by Ausha. See ausha.co/privacy-policy for more information.

  continue reading

264 episodes

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