Macro: It’s all about elections and keeping status quo
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
Head of FX Strategy
Summary: This post contains the slides for the FX Update webinar held on August 1, 2019 with host John J. Hardy and a link to the audio upload of the webinar. The webinar focused in particular on the July 31 FOMC meeting and the market reaction, as well as what we are looking for next from policymakers and the broader FX market.