Meera Chandan, Anezka Christovova and James Nelligan discuss the outlook for the dollar and the next catalysts following the recent consolidation, various scenarios for the Russia-Ukraine ceasefire and implications for DM and EM currencies in the region. A deep dive into GBP and Scandi central banks, as well as a discussion of our highest conviction views in the region also follows.

This podcast was recorded on 15 August 2025.

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Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP

At Any Rate

Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP