Macro and FX: USD strength to get tested

The US economy has been the big positive this year defying every forecast but can this exceptional run in the US economy continue? We discuss that and also what this week's US GDP and PCE reports could mean for the USD. In today's podcast we also discuss carry trades in CHF and MXN, and the upcoming ECB rate decision on Thursday which is expected to be a non-event. UK jobs report is out tomorrow ahead of next week's BoE meeting. Finally, we talk about the Australian economy and the upcoming inflation report and how it could move the AUD, with Charu Chanana and Peter Garnry.

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