Q2 Market Outlook - Forex & Commodities

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Join Ipek and Glenn as they explore the impacts of Trump's policies on the US dollar and the Fed, provide insights into the ECB’s outlook, and discuss the role of growth expectations in moving FX prices. They analyze the improving fortunes of the yen, pressures on commodity currencies and crude oil, the role of gold amidst tariff chaos, and the continuing appeal of Bitcoin, concluding with their top picks for Q2.

0:00 Trump, the US dollar and the Fed
6:38 ECB Outlook
9:51 Growth expectations have become the major mover of FX prices
10:38 BoE and the waning UK growth expectations
13:54 Yen’s improving fortunes
15:15 Commodity currencies under pressure
16:45 Crude oil under pressure, as well
18:25 Gold – the ultimate hedge against tariff chaos
22:15 Bitcoin – still sexy?
27:32 Best picks for Q2?
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