Global FX: Systematic signals, payrolls/ shutdown, risks to EUR/USD, AI-FX links

FX & Rates

371 Views29 Sep 2025 17:34

Podcast

At Any Rate

SUMMARY

Market sentiment is data dependent, particularly on US economic data, which has been surprising to the upside
Despite some uncertainty surrounding Fed independence, the overall macro backdrop is conducive for dollar weakness
FX models are showing lack of conviction in the current environment, with carry trades in FX, including EM currencies, being a popular choice for market participants

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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