Global FX: The dollar, ECB, Treasury manipulator report and the 2H’25 outlook for EM FX

This week, our Global FX and EM FX Strategists discuss the strategic dollar view given recent US data, impacts on EUR from the ECB and read-throughs from the US Treasury’s currency manipulator report, as well as the second-half 2025 outlook for EM FX.

 

Speakers
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy
Saad Siddiqui, Head of EM Rates and FX Strategy

 

This podcast was recorded on June 6, 2025.

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