This week, our FX Strategists break down the growth/inflation mix in the US and how that’s impacting the dollar, before providing an update on the state of cross-border USD flows and FX hedging. They also provide a recap of recent tactical developments in G10, including the dovish RBNZ surprise and recent data out of the UK.
Speakers
Arindam Sandilya, Global FX Strategy
Ben Jarman, Global Economics, Rates & FX Strategy
Patrick Locke, Global FX Strategy
James Nelligan, Global FX Strategy
Octavia Popescu, Global FX Strategy
This podcast was recorded on 22 August 2025.
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