Navigating Dollar, Asia FX in Changing Economic World: FX Moment

Navigating Dollar, Asia FX in Changing Economic World: FX Moment

The latest FX Moment podcast focuses on how evolving macroeconomic narratives could shape the US dollar outlook into 2024, with persistent uncertainties warranting pragmatism even if you still believe, as we do, in an underwhelming US economy in a disinflationary context, with associated dollar weakness. Host Audrey Childe-Freeman, Bloomberg Intelligence chief G-10 FX strategist, and Stephen Chiu, BI’s chief Asia FX and rate strategist, also discuss China’s macroeconomic predicament, acknowledging the not-so-bearish effect on currencies amid pessimism in China expectations in 2024 vs. 2023.

Stephen and Audrey also reflect on the key investment themes and drivers for Asia currencies in 2024 and identify the best-poised and most-exposed Asia currencies as we contemplate 2024.

Listen to this episode on Apple Podcasts and Spotify.

Dec 07, 2023