Continental Drift
Jul 02, 2025•27 min•Season 1Ep. 81
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
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
For the best experience, listen in Metacast app for iOS or Android