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Podcast: FICC Focus
Episode: No One-Way Dollar View in 2025; Timing Turn Is Tricky: FX Moment
Description: The path of least resistance continues to be cyclically driven dollar-bullish and euro-dollar-bearish views into early 2025, but that’s a narrative that’s priced in, extended and crowded. Host Audrey Childe-Freeman, Bloomberg Intelligence’s chief G-10 FX strategist, talks to Constantin Bolz, head of G10 FX for UBS’ Chief Investment Office, about what could trigger a turnaround in the euro-dollar fortunes in 2025, with several “known unknown” potential game changers when it comes to how much dollar upside is likely. The two also touch on non-dollar, strong G10 currency convictions, with Bolz favoring the Aussie, the yen and sterling in diversificat...