Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Cross Asset Strategy

<ul>
<li>Patrick Ceresno will be a panelist in a session on the nuclear renaissance.</li>
<li>The S&amp;P 500 March futures were up 298 basis points at the close on February 7.</li>
<li>The US dollar index was up 52 basis points, trading at 104.5.</li>
</ul>
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


Patrick Ceresno will be a panelist in a session on the nuclear renaissance.
The S&amp;P 500 March futures were up 298 basis points at the close on February 7.
The US dollar index was up 52 basis points, trading at 104.5.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>Global team focusing on what's new for 2026 in terms of market outlook</li><li>Bullish on Eurodollar, expecting more modest gains due to US resilience</li><li>Dollar maintains yield supremacy, but new cyclical currencies emerging as carry efficient options for hedging volatility shocks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global team focusing on what's new for 2026 in terms of market outlookBullish on Eurodollar, expecting more modest gains due to US resilienceDollar maintains yield supremacy, but new cyclical currencies emerging as carry efficient options for hedging volatility shocksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX Outlook 2026: Bearish USD, Bullish Beta

<ul><li>The dollar has not been able to break out of its range, despite various economic factors at play</li><li>Asian currencies, such as the Chinese yuan, have seen more traction and movement compared to the dollar</li><li>Continued US-China negotiations are impacting the market dynamics and influencing the direction of currencies like the yuan</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The dollar has not been able to break out of its range, despite various economic factors at playAsian currencies, such as the Chinese yuan, have seen more traction and movement compared to the dollarContinued US-China negotiations are impacting the market dynamics and influencing the direction of currencies like the yuanThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Previewing central bank event risk for FX

<ul><li>Dollar undervaluation has closed in the past three months, but institutional Fed credibility news has not had a durable effect on the price.</li><li>Concerns about exceptionalism in US equity market strength potentially pushing the dollar higher are countered by better growth not being US exclusive and the impact of inflation on currency.</li><li>Despite large inflows into US equities in June, the dollar fell substantially, raising questions about the relationship between flows and dollar strength.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dollar undervaluation has closed in the past three months, but institutional Fed credibility news has not had a durable effect on the price.Concerns about exceptionalism in US equity market strength potentially pushing the dollar higher are countered by better growth not being US exclusive and the impact of inflation on currency.Despite large inflows into US equities in June, the dollar fell substantially, raising questions about the relationship between flows and dollar strength.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: The weak dollar view passes a flow test

<ul><li>Dollar index has been consolidating for the last two months, leading to uncertainty</li><li>Conditions for dollar bearishness still intact, with US real yields heading lower and growth slowing down</li><li>Potential catalysts for dollar weakness include Fed capitulation to dovish side or Russia Ukraine resolution impacting energy prices and trade relations.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dollar index has been consolidating for the last two months, leading to uncertaintyConditions for dollar bearishness still intact, with US real yields heading lower and growth slowing downPotential catalysts for dollar weakness include Fed capitulation to dovish side or Russia Ukraine resolution impacting energy prices and trade relations.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

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Dollar Index (DXY CURNCY)

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...

Macro Voices

Global FX Outlook 2026: Bearish USD, Bullish Beta

Global team predicts euro dollar to rise to 116-118 in the near term, with a narrower dollar weakening compared to 2025, while offering efficient...

At Any Rate

Global FX: Previewing central bank event risk for FX

The dollar remains range-bound while Euro dollar fair value increases, with Asian currencies gaining traction against the dollar and market...

At Any Rate

Global FX: The weak dollar view passes a flow test

The dollar has been undervalued in the past three months, with incremental news flow around institutional Fed credibility having a negative impact...

At Any Rate

Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP

The dollar index has been consolidating for the past two months, with the potential for a weakening dollar due to conditions on a global scale and...

At Any Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)