bearish

CNY

Global FX: Historic trade deals and take-aways for currencies

391 Views12 May 2025 15:15
Podcast
SUMMARY
  • Initial bearish outlook on Asian effects due to President Trump's tariff storm
  • Unexpected multi sigma moves in Asian currencies, sparking speculation of currency accord
  • Uncertainty surrounding flow types, behavior of Asian exporters, and Asian central banks, with key questions hanging over China's influence on Asian FX appreciation

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