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How the US Treasury yield environment affects USD (Terence Wu)
Manage episode 403072073 series 3234084
Innehåll tillhandahållet av OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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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