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How the US Treasury yield environment affects USD (Terence Wu)
Manage episode 403072073 series 3234084
Innhold levert av OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this podcast, our FX specialist Terence Wu looks at how the pass-through from the yield environment to the US Dollar is currently very diffused, with different elements pulling the Dollar in different directions. He argues, however, that it is likely to evolve into a net-positive for the US Dollar in the medium term.
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