Pablo Fabris’ Post

FX views are featured in 'The Core Report podcast' by Govindraj Ethiraj for Thursday, 18th April. My views start from 6 mins to 14 mins in the podcast. ➡️The rupee is hitting fresh all time lows, a strategic view on where it could go and why. With Kunal Sodhani, Vice President, Shinhan Bank (Global Trading Center, FX and Rates Treasury) https://lnkd.in/dPMqumzS #usdinr #rupee #dollarindex #dxy #fx #forex #currency #inflation #growth #bonds #yields #equities #globalmarkets #federalreserve #fed #brentcrude #oil #podcasts

Here Comes The Liquidity I sat down with our friend Maria Bartiromo on Fox Business last week to discuss the probability of a soft landing, the outlook for global liquidity, China, and more. If you missed the interview, here is the most important takeaway from the conversation that has significant implications for your portfolio: https://lnkd.in/esCFaWc6

Get your headphones on and listen below to The Asset's exclusive podcast with Eli Remolona, governor of the Bangko Sentral ng Pilipinas as part of our The Asset Edge Podcast segment https://lnkd.in/ga4nVGF9 #Finance #ExclusiveDiscussion #Philippines #Asean #CapitalMarkets #Economy #BSP #Banking #TheAssetEdge #Podcast

#digitalmoney : Measuring #money in the Digital Age: Jim Tebrake,  is Deputy Director of the International Monetary Fund Statistics Department. Quality data underpins every effective policy, particularly in an era where the global economy is rapidly embracing #digitalization . Ensuring a stable and fair financial system hinges on the implementation of effective policies and regulations. Jim Tebrake, serving as Deputy Director and overseeing data and methodology initiatives within the IMF Statistics Department, emphasizes the necessity for statisticians to anticipate and furnish the evolving data demands of #policymakers in response to the swiftly transforming landscape of digital currency.

🎙️ 𝐌𝐞𝐚𝐬𝐮𝐫𝐢𝐧𝐠 𝐌𝐨𝐧𝐞𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐀𝐠𝐞 🎧 IMF's Jim Tebrake talks about the ongoing work to build statistical capacity to measure digital money in the latest #IMFPodcast https://lnkd.in/e6aKX7nM IMF Data International Monetary Fund

So summer is "officially" over and this year the #FX market was far busier than many expected! That's why it was great to have Marc Chandler from Bannockburn Global Forex on the latest 360T podcast: https://lnkd.in/eMWHsR4K After a quick look back at the unwinding of the Japanese yen carry trade this summer, and its implications, we talk about what comes next in the #currency markets, with the Fed expected to cut rates and a rather contentious US presidential election on the horizon. I always really enjoy talking to Marc and he has some very interesting takes here - arguing that financial markets don't always follow a cause-and-effect pattern, that the US #dollar is set for a cyclical downturn but won't lose its role in the global financial system (but not for the reasons you might think) and that globalisation is ongoing despite what you might have heard elsewhere! #360TPodcast #FXTrading #Economics #Geopolitics #Finance

With interest rates, inflation, and geopolitical factors in play, how should investors be adjusting their strategy when approaching the US, Hong Kong and China markets? Brian Arcese, CFA, Portfolio Manager at Foord Asset Management, joined BFM 89.9 - The Business Station hosts Shazana M., Shou Ning Wong and Philip See this morning to share his views on the trends he sees moving international markets in the weeks ahead. Catch the full discussion here: https://lnkd.in/gqCHD_eH #economy #assetmanagement #china #us

In the latest #360T Podcast episode Marc Chandler from Bannockburn Global Forex gives his take on the recent unwinding of the #yen carry trade, and what it means for corporate #treasurers. Looking ahead, he argues that regardless of a potential rate cut by the US Federal Reserve and the outcome of the American presidential election, the US #dollar is set for a downturn. Despite this, Chandler claims that dollar’s role in global financial markets isn’t under any real threat and suggests that people talking about “de-globalisation” might be thinking about this topic the wrong way. Listen to the latest podcast here: https://lnkd.in/exEw2AAe #360TPodcast #FX #Finance #Economics #Currencies

🎙 Inside Economics Podcast Episode 144 : A Tour Around Credit Land John Toohig, head of wholesale trading for Raymond James makes a return appearance on Inside Economics. He last joined us in the wake of the banking crisis this past March, and made the case that the banking system while bowed would not break. He was right. Join us to hear what John is now saying about the system, loan growth and quality, and what it all means for the Fed and economy. #InsideEconomics #economicoutlook https://lnkd.in/epycz5Wq