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FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
Euro-Dollar 2H Bullish View May Get Cyclical Support: FX Moment
FICC Focus
28 minutes
1 month ago
Euro-Dollar 2H Bullish View May Get Cyclical Support: FX Moment
The nearly 15% euro-dollar rally in 1H was fueled largely by dollar weakness and a potentially bullish cyclical case for the euro — especially expectations for a supportive fiscal and monetary policy mix — which may continue to support the outlook into 2H. Bloomberg Intelligence’s Chief G10 FX Strategist Audrey Childe-Freeman talks to Constantin Bolz, head of G10 FX for UBS’ Chief Investment Office, about how evolving euro-area and US fiscal and monetary policy may help euro-dollar strength into 2H and beyond, depending on how the US economic story plays out. They also discuss the de-dollarization trend and how the SNB could address the challenge of an appreciating franc.
FICC Focus
FICC Focus offers the latest market views on interest rates, corporate bonds, emerging market debt, commodities, and currencies by Bloomberg Intelligence analysts.
