No Existential Euro Risk, But It's Not a Rosy Picture: FX Moment - podcast episode cover

No Existential Euro Risk, But It's Not a Rosy Picture: FX Moment

Dec 03, 202417 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Deteriorating French political headlines are exacerbating the underwhelming French and euro-zone economic narrative, confirming what has become a compellingly euro bearish case into 2025. Still, talk of an existential risk to the currency appears premature, and much of the bad news is arguably priced in. Host Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX Strategist, talks to Elliot Hentov, global head of macro policy research at State Street Global Advisors, about what could trigger a turnaround in Europe's fortunes and how that could impact asset allocations into 2025.

Elliot and Audrey also touch on president-elect Donald Trump's key appointments so far and what they may mean for policy -- particularly trade.

For the best experience, listen in Metacast app for iOS or Android