Player FM 앱으로 오프라인으로 전환하세요!
How China's reopening will shake up currency markets
Manage episode 352986572 series 3413702
At the moment, the key theme in currencies is an improvement in risk sentiment and an appreciation in high-risk currencies, at the expense of lower-risk ones, such as the US dollar. The USD index has hit a June 2022 low and has fallen more than 10% since October, as the Federal Reserve slows its hiking cycle and global recession fears abate. Among the better performers, currencies closely linked to China have been doing well. In the G10, the Australian dollar has been doing particularly well. Among emerging market currencies, some Asian currencies, notably the Thai baht, have seen a strong performance. The Brazilian real and Chilean peso in Latin America, which rely heavily on China's demand, are also outperforming. Later in this podcast, we will delve into China's reopening and examine the winners and losers of that development.
We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk
Liked this show? Please leave us a review here – even one sentence helps!
88 에피소드
Manage episode 352986572 series 3413702
At the moment, the key theme in currencies is an improvement in risk sentiment and an appreciation in high-risk currencies, at the expense of lower-risk ones, such as the US dollar. The USD index has hit a June 2022 low and has fallen more than 10% since October, as the Federal Reserve slows its hiking cycle and global recession fears abate. Among the better performers, currencies closely linked to China have been doing well. In the G10, the Australian dollar has been doing particularly well. Among emerging market currencies, some Asian currencies, notably the Thai baht, have seen a strong performance. The Brazilian real and Chilean peso in Latin America, which rely heavily on China's demand, are also outperforming. Later in this podcast, we will delve into China's reopening and examine the winners and losers of that development.
We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk
Liked this show? Please leave us a review here – even one sentence helps!
88 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.