In this episode, Elsa, Peter, and Blake discuss the weakening of the USD, the outlook for the Fed and UST markets as well as the cross implications of both developments on the ECB and European rates.

Participants:

• Elsa Lignos (Desk Strategy), Head of FX Strategy
• Blake Gwinn (Desk Strategy), Head of US Rates Strategy
• Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

US policy uncertainty is sky high. Global investors own a lot of US assets, mostly unhedged currency exposure, and the natural implication is that the collision of large exposures and elevated uncertainty could have a large impact on global capital flows, asset markets, and currency hedging activity.

Participants:

• Jason Daw (Desk Strategy), Head of North America Rates Strategy
• Elsa Lignos (Desk Strategy), Head of FX Strategy
• Richard Cochinos (Desk Strategy), FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

Strategies promising to remove human emotion from investing were once niche. Now a growing number of institutions are finding them valuable. Where will QIS go next?

Participants:

• Janet Wilkinson (Desk Strategy), Head of Global Markets Flow Sales, EMEA
• Solenn Le Floch (Desk Strategy), Managing Director, Global Markets Solutions
• Akilesh Eswaran (Desk Strategy), Global Head of QIS and EMEA Head of Equity Trading
• Samkit Tated (Desk Strategy), Director of QIS Structuring.

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts