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| Episode | Date |
|---|---|
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Focus on FOMC turns to the BoJ and BoE in final full week of trading
|
Dec 12, 2025 |
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Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings?
|
Dec 05, 2025 |
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How have fiscal concerns been impacting GBP & JPY performance?
|
Nov 28, 2025 |
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Japan and UK fiscal challenges in focus
|
Nov 21, 2025 |
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Will the GBP continue to underperform?
|
Nov 14, 2025 |
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BoE policy outlook, the UK budget and FX and Rates implications
|
Nov 07, 2025 |
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Will the yen sell-off continue after latest BoJ driven sell-off?
|
Oct 31, 2025 |
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October 2025 FOMC Preview QT out, flexible reserves in… (Podcast Edition)
|
Oct 28, 2025 |
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US-Japan relations in focus in key week ahead for JPY
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Oct 24, 2025 |
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How have political & trade risks impacted the FX market?
|
Oct 17, 2025 |
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Political uncertainty driving FX market and gold price?
|
Oct 10, 2025 |
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Will MAS ease in October?
|
Oct 08, 2025 |
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Yen volatility, the BoJ and the Fed
|
Oct 03, 2025 |
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It’s Still a Reach for a Goldilocks Outcome… (Podcast Edition)
|
Oct 01, 2025 |
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Will stronger US growth create foundations for a bigger USD rebound?
|
Sep 26, 2025 |
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US dollar gains unlikely to be sustained
|
Sep 19, 2025 |
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How will the BoE’s policy update impact GBP performance?
|
Sep 12, 2025 |
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Will the USD continue to fall as the Fed moves closer to cutting rates?
|
Sep 05, 2025 |
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Rupiah outlook tested by protests
|
Sep 04, 2025 |
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US dollar resilience unlikely to last
|
Aug 29, 2025 |
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What’s next for the USD after Jackson Hole?
|
Aug 22, 2025 |
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How is the changing outlook for BoJ and Fed policies impacting USD/JPY?
|
Aug 18, 2025 |
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USD downside risk increasing
|
Aug 08, 2025 |
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At an inflection point or another macro head fake? (Podcast Edition)
|
Aug 05, 2025 |
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Weak jobs data a gamechanger
|
Aug 01, 2025 |
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Will the BoJ policy update provide trigger for a JPY rebound?
|
Jul 25, 2025 |
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Japan, Politics and the Yen - Is It All Priced?
|
Jul 18, 2025 |
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Mid-Month Update: Balancing Tariff News vs Recent Data Trends
|
Jul 15, 2025 |
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How has the FX market responded to Trump’s latest tariff announcements?
|
Jul 11, 2025 |
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The BoJ, yen and Trump’s tariff announcement
|
Jul 04, 2025 |
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June 2025 NFP Preview (Podcast Edition)
|
Jul 02, 2025 |
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What's next for the USD after Middle East tensions ease?
|
Jun 27, 2025 |
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USD downside risks persist in most Middle East scenarios
|
Jun 20, 2025 |
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June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot (so long as it’s to the dovish side)
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Jun 17, 2025 |
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Will Middle East tensions trigger a reversal of the weakening USD trend?
|
Jun 13, 2025 |
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Malaysia's strong investment to support ringgit
|
Jun 12, 2025 |
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What's next for the USD after the latest NFP report?
|
Jun 06, 2025 |
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The Great Whiplash (Podcast Version)
|
Jun 03, 2025 |
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US dollar confidence to remain an issue
|
May 30, 2025 |
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Indonesia policy and FX outlook
|
May 28, 2025 |
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What’s behind the latest USD sell-off?
|
May 23, 2025 |
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Foreign investors still buying UST bonds
|
May 16, 2025 |
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Is a USD recovery underway?
|
May 09, 2025 |
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May 2025 FOMC Preview: Inaction is action (and a potential policy mistake)…
|
May 06, 2025 |
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USD Sell-off Intensifies Despite Strong US Jobs Data
|
May 02, 2025 |
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An April to Remember…
|
Apr 29, 2025 |
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What’s next for USD/JPY after it briefly dropped below 140.00?
|
Apr 25, 2025 |
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Stemming the US crisis of confidence
|
Apr 11, 2025 |
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Trump’s Tariff-palooza: Macro & Market Impacts…
|
Apr 08, 2025 |
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What has been the impact of Trump’s tariff war in the FX market?
|
Apr 04, 2025 |
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Reciprocal tariff plans are not fully priced
|
Mar 28, 2025 |
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What are the main takeaways for the FX market from this week's central bank updates?
|
Mar 21, 2025 |
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March 2025 FOMC Preview: Not in a hurry to get worried
|
Mar 18, 2025 |
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Eventful week ahead with BoJ key for JPY direction
|
Mar 14, 2025 |
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All change in the FX market as US exceptionalism is challenged?
|
Mar 07, 2025 |
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China NPC 2025: Proactive policies support a positive transition of growth model
|
Mar 07, 2025 |
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US Macro Insights February 2025 NFP Preview (Podcast Version)
|
Mar 04, 2025 |
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JPY upside risks
|
Feb 28, 2025 |
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What's been driving the stronger JPY and will it continue?
|
Feb 21, 2025 |
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Thoughts from Asia & Europe on what has been contributing to a weaker USD
|
Feb 14, 2025 |
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US Macro Insights January 2025 CPI Preview Podcast Version
|
Feb 11, 2025 |
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Trump tariff delay triggers correction lower for USD?
|
Feb 07, 2025 |
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Risk-Off Flashpoint (Now in Focus) Podcast Version
|
Feb 04, 2025 |
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Trade tariffs – will he, won’t he? USD swings ahead
|
Jan 31, 2025 |
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January 2025 FOMC Preview: Defiantly Data Dependent?
|
Jan 28, 2025 |
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What’s next for the USD after setback at start of Trump’s second term?
|
Jan 24, 2025 |
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Will Trump’s inauguration fuel renewed USD buying ahead of anticipated BoJ rate hike?
|
Jan 17, 2025 |
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What are the spill-overs into the FX market from the worsening bond market sell-off?
|
Jan 10, 2025 |
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US 2025 Outlook: A Balancing Act (Podcast Version)
|
Jan 07, 2025 |
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US Dollar Projections Post-FOMC: Discussions on Trump Policies, BoJ and the outlook for the Yen
|
Dec 20, 2024 |
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Asia FX 2025 Outlook Podcast Series #4: How will ASEAN FX perform?
|
Dec 16, 2024 |
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Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1
|
Dec 16, 2024 |
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Asia FX 2025 Outlook Podcast Series #2: The levers to stimulate China's growth
|
Dec 16, 2024 |
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Asia FX 2025 Outlook Podcast Series #1: Navigating Asia FX markets in Trump 2.0
|
Dec 16, 2024 |
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Why has the USD strengthened even as the Fed is set to cut rates again next week?
|
Dec 13, 2024 |
|
Fed to cut. Will the BoJ hike and take the yen stronger?
|
Dec 06, 2024 |
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What’s behind the correction lower for USD/JPY?
|
Nov 29, 2024 |
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From the lame duck session to a new administration, how to think about rates, macro and the Fed ahead
|
Nov 27, 2024 |
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US dollar strengthens amid geopolitical risks
|
Nov 22, 2024 |
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Post Election Thoughts: Has the Trump Trade run its course?
|
Nov 19, 2024 |
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How hard will Asian currencies be hit by the fallout from a second Trump presidency?
|
Nov 15, 2024 |
|
What’s next for the USD after the US election?
|
Nov 08, 2024 |
|
US election impact on ASEAN
|
Nov 05, 2024 |
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The US dollar into and beyond the US elections
|
Nov 01, 2024 |
|
What's next for the JPY after Japan steps up intervention threat?
|
Oct 25, 2024 |
|
RBI and Indian Rupee amidst US Election Risks
|
Oct 24, 2024 |
|
Pricing in a higher Trump risk premium in the USD
|
Oct 18, 2024 |
|
USD buying momentum may fade from here
|
Oct 11, 2024 |
|
Jumbo strong jobs report derails the future of jumbo rate cuts, for now…
|
Oct 08, 2024 |
|
What's behind the abrupt reversal of the weaker USD trend?
|
Oct 04, 2024 |
|
Japan’s political ‘changing of the guard’ and JPY implications
|
Sep 27, 2024 |
|
What is the fall out for the USD & JPY after Fed decides to start easing with a bang?
|
Sep 20, 2024 |
|
The 1st cut in the cycle, 50bp or bust?
|
Sep 17, 2024 |
|
What’s next for the USD ahead of the Fed’s pivotal policy meeting?
|
Sep 13, 2024 |
|
FX Outlook and market pricing for the scale of rate cuts ahead
|
Aug 30, 2024 |
|
The ghosts of August 2007 and the time has come for rate cuts post Jackson hole
|
Aug 27, 2024 |
|
Indonesia Policy and FX outlook
|
Aug 27, 2024 |
|
Powell suggests growing labour market concerns
|
Aug 23, 2024 |
|
The status of Chinese economy, potential policies and the USDCNY
|
Aug 23, 2024 |
|
Thoughts ahead of Jackson Hole and into early September
|
Aug 20, 2024 |