Participants:

1. Richard Cochinos (Desk Strategy), FX Strategist
2. Abbas Keshvani (Desk Strategy), Asia Macro Strategist
3. Daria Parkhomenko (Desk Strategy), FX Strategist
4. Luis Estrada (Desk Strategy), LATAM FX Strategist

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

Over the past 6-12 months Treasury yields are rangebound, gold surged, but the USD has weakened. Despite the de-dollarization narrative, investors have continued to accumulate USD denominated assets, but with a cautious bias (i.e. hedging). To unpack these complexities you will hear insights from Blake Gwinn (Head of US Rates Strategy), Richard Cochinos (FX Strategy), and Chris Louney (Natural Gas and Gold Strategist).

Participants:

1. Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
2. Cathal Kennedy (Desk Strategy), Senior UK Economist
3. Megum Muhic (Desk Strategy), UK Rates Strategist

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

In the first episode of our new monthly ‘European Edition’ we talk about political instability in the UK and its impact on markets. Despite the uncertainties, we still see value in the short end of the UK Gilt curve, also versus the EUR market. We also outline that we see the ECB on hold for the rest of the year despite inflation being below the 2% target and why we think the EUR yield curve steepening is far from over.

1. Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
2. Cathal Kennedy (Desk Strategy), Senior UK Economist
3. Megum Muhic (Desk Strategy), UK Rates Strategist

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