Yields up, dollar down

Themes and trades for the summer

In the latest episode of Rate Check, the hosts are joined by George Saravelos (Global Head of FX Research) and Ioannis Sokos (Rates strategist) to discuss the latest themes and trends in global rates and FX markets. The discussion focuses on the ongoing impact of geopolitics and AI on the outlook, as well as top currency and rates trades for the summer.

Why the Trump-Xi summit matters

In the latest episode of Rate Check, the discussion focuses on the upcoming summit between Presidents Xi and Trump, the risks to EM markets’ resilience, and the longer-term implications of the increase in global defence spending.

What's happening with oil?

In the latest episode of Rate Check, the discussion focuses on oil prices, and how they’re being impacted by the closure of the Strait of Hormuz.

Central Bank Bonanza

In the second episode of our Rate Check podcast, the discussion breaks down what really matters across global central banks. Speakers:Henry Allen (Macro Strategist)Shreyas Gopal (FX Strategist)Mallika Sachdeva (Head of FX Thematics)Matthew Raskin (US Head of Rates Research)Mark Wall (Chief European Economist)

Yields up, dollar down

In the first edition of our Rate Check podcast, Shreyas Gopal (FX Strategist) and Henry Allen (Macro Strategist) are joined by Francis Yared (Global Head of Rates Research) and George Saravelos (Global Head of FX Research). They delve into the cyclical and structural drivers behind their respective rates and currency market outlooks, and highlight the biggest risks to monitor. Speakers:Shreyas Gopal (FX Strategist)Henry Allen (Macro Strategist)George Saravelos (Global Head of FX Research)Francis Yared (Global Head of Rates Research)