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Podcast: FICC Focus
Episode: Global BIFX Team Shares Strongest FX Views into 2026: FX Moment
Description: The Fed and yield-driven bearish US dollar view remains our central working assumption into 2026, yet this could be a bumpy run depending on how US economic and inflation data evolve throughout the year. Beyond the dollar outlook, we touch on a compelling bullish Aussie view, look into the Hungarian forint appeal, as well as expected yuan and Malaysia ringgit outperformance in Asia FX. In Latam FX, we see possible outperformance for the Mexican peso vs the Brazilian Real.
In the last episode of FX Moment of the year, Bloomberg Intelligence Chief G10 FX Strategist...