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US convergence with Europe raises doubts over dollar strength

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Conteúdo fornecido por Ebury FX Talk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ebury FX Talk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this week’s episode, our analysts discuss the latest business activity PMI numbers out of the G3 economies, which seem to be pointing to a convergence in economic performance between the US and its major peers. Matt, Enrique and Roman also give their thoughts on what to expect from next week’s European Central Bank meeting. While the economy in the common bloc has ground to a near standstill, communications from Governing Council members have been hawkish, and a change in rates in March seems highly unlikely.
Lastly, we discuss our view on the Chilean peso - one of the worst performing currencies in the world so far in 2024. Has the sell-off in the peso gone too far? Or is there room for an additional depreciation in the currency?
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!

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!

  continue reading

96 episódios

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iconCompartilhar
 
Manage episode 403921012 series 3413702
Conteúdo fornecido por Ebury FX Talk. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ebury FX Talk ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this week’s episode, our analysts discuss the latest business activity PMI numbers out of the G3 economies, which seem to be pointing to a convergence in economic performance between the US and its major peers. Matt, Enrique and Roman also give their thoughts on what to expect from next week’s European Central Bank meeting. While the economy in the common bloc has ground to a near standstill, communications from Governing Council members have been hawkish, and a change in rates in March seems highly unlikely.
Lastly, we discuss our view on the Chilean peso - one of the worst performing currencies in the world so far in 2024. Has the sell-off in the peso gone too far? Or is there room for an additional depreciation in the currency?
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!

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!

  continue reading

96 episódios

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