Hard Currency: How low can the euro go?

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Hard Currency: How low can the euro go?

FromFT Hard Currency

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Mar 5, 2015

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As the euro once again touches new lows against the dollar, Roger Blitz discusses the resumption of euro-funded carry trade and what are the biggest factors at play with Simon Derrick, chief currency strategist at BNY Mellon. For information regarding your data privacy, visit acast.com/privacy

Released:

Mar 5, 2015

Format:

Podcast episode

Titles in the series (100)

Financial Times foreign exchange correspondent Roger Blitz talks to experts on the currencies market about the week ahead, looking at the global political and economic factors driving the world’s largest market.

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Why QE doesn’t necessarily weaken currencies: In the FT’s look at the week ahead in forex, Elsa Lignos, senior G10 currency strategist at RBC Capital Markets tells Alice Ross, the FT currencies correspondent, why the ECB rate cut has sent the euro south why sterling isn’t a true haven currency. F... by FT Hard Currency
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Currency intervention watch: Valentin Marinov, director of FX strategy at Citi, talks to FT currencies correspondent Alice Ross about currency interventions, looking at why the Swiss National Bank will keep defending the Swiss franc’s peg with the euro in the face of increasing mo... by FT Hard Currency
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Pressures on the euro and safe havens: FT currencies correspondent Alice Ross talks to global head of FX strategy at HSBC David Bloom about the pressures on the euro and why he is forecasting a rise in value, the Norwegian krone’s haven status and why the pound is doing well. For informati... by FT Hard Currency
9 min listen
Commodity currencies and the US dollar: With the Australian and New Zealand dollars hitting multi-month lows against the US dollar, Elsa Lignos, currency strategist at RBC Capital joins currencies correspondent Alice Ross to discuss the mood on commodity currencies. Also, is central bank int... by FT Hard Currency
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No silver bullet for currencies: This week the FT's currency correspondent Alice Ross is joined by Humayun Sharyar, chief executive of hedge fund Auvest Capital Management, to discuss the Fed's decision not to introduce a third round of quantitative easing, the difficulty of... by FT Hard Currency
10 min listen
Shrugging off sanctions: With the forex market showing only a modest reaction to tougher sanctions against Russia, Delphine Strauss, currencies correspondent, asks Elsa Lignos, strategist at RBC Capital Markets, whether currency investors have become less sensitive to geopolit... by FT Hard Currency
1 min listen
How much further for the pound?: Bob Savage of hedge fund FX Concepts joins Alice Ross, currencies correspondent, to discuss the beating that sterling has taken, when the Fed will end QE and the implications for the dollar, and the impact of the election in Italy. For information reg... by FT Hard Currency
8 min listen
No silver bullet for currencies: This week the FT's currency correspondent Alice Ross is joined by Humayun Shahryar, chief executive of hedge fund Auvest Capital Management, to discuss the Fed's decision not to introduce a third round of quantitative easing, the difficulty o... by FT Hard Currency
1 min listen
How will deadlock in debt talks play out in forex markets?: With the US government shutdown weighing on the dollar, FT currencies correspondent Delphine Strauss is joined by Derek Halpenny, European head of global market research at the Bank of Tokyo-Mitsubishi. Can forex markets remain this calm if the debt ta... by FT Hard Currency
9 min listen
The other view on Greece and QE prospects for the US and UK: FT currencies correspondent Alice Ross talks to Steven Saywell, head of FX currency strategy in Europe at BNP Paribas about why he thinks a Greek exit is unlikely and remains bullish on the euro, as well as a look ahead to the US non-farm payroll data ... by FT Hard Currency
1 min listen
ECB backing sustains euro rise: Jane Foley, senior currency strategist at Rabobank, joins Alice Ross, FT currencies correspondent, to discuss how the European Central Bank’s confirmation of plans to buy government bonds in peripheral markets is supporting the euro – even if no actual... by FT Hard Currency
10 min listen
Euro decline outpaces expectations: Roger Blitz is joined by Jane Foley, senior strategist at Rabobank to discuss the start of Quantitive Easing in the eurozone and the rapid pace of the euro's decline against the dollar. For information regarding your data privacy, visit acast.com... by FT Hard Currency
1 min listen
Yen special: In a week in which the dollar has finally broken through the 100 barrier against the yen, currencies correspondent Alice Ross is joined by Ian Stannard, foreign currency strategist at Morgan Stanley to discuss the regional impact of the weaker yen and ... by FT Hard Currency
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What effect will the Greek elections have on the euro?: Mansoor Mohi-Uddin, head of FX strategy at UBS, joins the FT's currencies correspondent Alice Ross to discuss how the euro might drive currency markets in the wake of the Greek elections, the likelihood of a new round of QE3 in the US in light of ... by FT Hard Currency
1 min listen
EU Summit special: Can euro optimism last?: John Normand, global head of FX strategy at JPMorgan, talks to FT currencies correspondent Alice Ross about the prospects for the euro following the EU summit and the outlook for emerging market currencies For information regarding your data privacy, ... by FT Hard Currency
1 min listen
Traders focus on yields: Simon Derrick, chief currency strategist at BNY Mellon and Alice Ross, FT currencies correspondent look at the week ahead in forex. Is the movement of funds out of the euro is a sign of flight, or the possible beginning of a carry trade in euros? Why t... by FT Hard Currency
1 min listen
Haven currencies, who’s selling the euro and the Australian dollar: Currencies correspondent Alice Ross explores the trends driving the global currencies market, this week focusing on sterling’s status as a haven currency, why the euro is still strong against the dollar and how a further rate cut in Australia will impa... by FT Hard Currency
1 min listen
The dollar rally stalls: With Fed officials underlining concerns over the exchange rate, Delphine Strauss, currencies correspondent, asks Derek Halpenny, strategist at Bank of Tokyo Mitsubishi, whether the dollar’s three month surge can continue; how the yen is affected by cha... by FT Hard Currency
1 min listen
Rollercoaster ride for dollar-yen pair: It's been a month of huge moves for the dollar-yen pair. Ahead of the Federal Reserve's meeting in June, Alice Ross, FT currencies correspondent, asks Shahab Jalinoos, FX strategist with UBS, what he expects from the talks as well as whether ... by FT Hard Currency
1 min listen
Is Switzerland the new China?: This week our currencies correspondent Alice Ross is joined by Kit Juckes from Société Générale to discuss what's going on behind the scenes with the Swiss franc, what next for the euro following the recent ECB meeting and the strength of the Aust... by FT Hard Currency
1 min listen
Fed sets the dollar tone: Vivianne Rodrigues talks to Vassili Serbriakov, foreign exchange strategist at BNP Paribas about the impact of this week's Fed minutes on the US dollar, the release of the eurozone balance of payments reports and the Bank of England's comment... by FT Hard Currency
1 min listen
After the flash crash: As investors nurse losses from last week's flash crash in US bond yields, Delphine Strauss, currencies correspondent, asks Valentin Marinov, strategist at Citigroup, what it would take to restore their confidence in the dollar, whether the Bank of... by FT Hard Currency
1 min listen
What's stopping the dollar?: With the greenback trading at a two-week low against the euro, Delphine Strauss, currencies correspondent, asks Matt Cobon, head of rates and currencies at Threadneedle Investments, why the consensus bet on dollar strength is not yet paying off. Also, ... by FT Hard Currency
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August caution, and is the Aussie dollar overvalued?: Matt Cobon, fixed income manager and FX specialist at Threadneedle Asset Management talks to Alice Ross, FT currency correspondent, about why low volatility in the market means traders are taking risk off the table, why the Australian dollar looks over... by FT Hard Currency
1 min listen
Why all countries are looking for a weak currency: Kathleen Brooks, research director at Forex.com talks to FT currencies correspondent Alice Ross about the prospects for more – and different - QE in the USA, why action from the Bank of Japan to weaken the yen is unlikely, and why the Australian dollar... by FT Hard Currency
9 min listen
Is there any relief for emerging markets?: With the sell-off in EM currencies deepening, Delphine Strauss, currencies correspondent, asks Koon Chow of Barclays Capital, what is driving investors’ behaviour, how currency weakness will affect other assets - and which countries might welcome depre... by FT Hard Currency
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The crowded dollar trade: With the dollar at a 7 year high against the yen, Delphine Strauss, currencies correspondent, asks David Bloom, currency strategist at HSBC, what it will take to reignite its rally against other major currencies. Also, does the Save our Swiss Gold Init... by FT Hard Currency
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Is QE priced into the euro for 2015?: With all eyes on the European Central Bank for January, is full-blown quantitative easing priced into the single currency yet? Alice Ross, markets correspondent, discusses the outlook for the euro, as well as the dollar and the yen in 2015, with Pet... by FT Hard Currency
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Sterling's uncertain future: The pound has risen rapidly over the past year. But it fell in July, and faces uncertainties when it comes to Scotland's independence referendum in September. Thomas Hale asks Phyllis Papadavid, currencies strategist at BNP Paribas, what the futur... by FT Hard Currency
1 min listen
Will 2013 be the year of yen weakness?: As Japan prepares for an early election on December 16, the yen has come under pressure, falling against the dollar. Will this trend continue into next year? Ian Stannard, head of European FX strategy at Morgan Stanley, joins Alphaville reporter David ... by FT Hard Currency
9 min listen

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Dollar to drive on, pound to stay pat: Federal Reserve chair Jay Powell this week injected renewed vigour into the dollar, while weak data and Brexit woes undermined the pound. David Bloom of HSBC tells Roger Blitz why the case for continued dollar strength is more convincing than the case ... by FT Hard Currency
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Markets mindful of Merkel's migration problems: Investors have barely had time to acknowledge that there is an EU summit taking place, as trade wars and China worries occupy their thoughts. But as John Wraith of UBS tells Roger Blitz, that's not to say they are complacent about the implications... by FT Hard Currency
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EM sell-off: now it's Asia's turn: The emerging markets sell-off is starting to weigh on Asian currencies. Mansoor Mohi-uddin of NatWest Markets explores the reasons with Roger Blitz, looking at the impact of trade tensions on China and Federal Reserve chair Jay Powell's ambivalenc... by FT Hard Currency
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Don’t dismiss dollar drive: The sharp rally in the dollar has investors asking whether it is sustainable or about to fizzle out. Simon Derrick of BNY Mellon has the answer, and as he tells Roger Blitz it’s all to do with yield. by FT Hard Currency
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Forget the dollar, follow the yield: A rising dollar and a rising oil price are two of the big market moves of the week. But as Bill McQuaker of Fidelity International tells Roger Blitz, the biggest was the 10-year Treasury yield hitting 3 per cent, signalling the end of the bond bull mar... by FT Hard Currency
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Doubt dominates market mood: Despite global growth, investors are struggling to find a driver, not just in foreign exchange but in other markets. What's causing this doubt and introspection? Helen Thomas of macro-economic consultancy Blonde Money tells Roger Blitz that three ... by FT Hard Currency
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Hard Currency: How low can the euro go?

Hard Currency: How low can the euro go?

Description

Titles in the series (100)

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