Meera Chandan, Arindam Sandilya, Junya Tanase, Antonin Delair, James Nelligan and Patrick Locke discuss the the main macro FX themes for 2H. They highlight a constructive USD backdrop, yield compression, US elections and policy RV as the main themes.
This podcast was recorded on 28 June 2024....
Published 06/28/24
Our long-held view remains unchanged: we project Brent oil to average $84/bbl in the third quarter and hit another $90 by August/September, underpinned by our expectations that global demand will outpace supply in the summer quarter. Demand indicators look solid, especially in the all-important...
Published 06/28/24