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This week, our Global FX and EM FX Strategists discuss the strategic dollar view given recent US data, impacts on EUR from the ECB and read-throughs from the US Treasury’s currency manipulator report, as well as the second-half 2025 outlook for EM FX.

Speakers Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Saad Siddiqui, Head of EM Rates and FX Strategy

This podcast was recorded on June 6, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at

Global FX: The dollar, ECB, Treasury manipulator report and the 2H’25 outlook for EM FX

At Any Rate