Peak inflation view reinforces USD selling with potentially more to come: The Global Markets FX Week Ahead Podcast

After a drop of over 5% for the US dollar this week, Derek Halpenny, Head of Research Global Markets EMEA and International Securities, talks with Michael Owen, MUFG’s Head of Global Client desk for EMEA in London, about the primary driver of the move – the weak US inflation data, and what this means for the US dollar. Might we have seen the ‘three peaks’ for inflation, rates and the US dollar?

Derek also looks ahead to the UK budget announcement on 17th November and the implications for the Pound.

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