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In this week's episode, we discuss the reasons why the Mexican peso and Chinese renminbi have diverged so sharply in 2022. We give our thoughts on how long, and to what extent, this divergence can continue. We throw this out as one of our favorite summer trades--noting that it is a trade that should benefit in the event that oil continues to move higher.

In this week’s episode, we discuss recent signs of distress in financial markets related to the rising US dollar, rising oil prices, and uncertainty over central bank responses to these issues.

 In this week's episode, we discuss the pullback in the US dollar over the past two weeks and go through the macro stories behind it before looking at a few key exchange rates.

In this episode, special guest Jennifer Lee from BMO’s economics team joins Greg Anderson to discuss the slowdown in the global economy and the surge in global inflation.

In this episode, we discuss the ongoing USD rally, ADXY weakness, and their potential feedback effects on the Fed.

In this episode, we discuss noteworthy FX moves over the past week and what they may mean going forward, with particular emphasis on the Chinese renminbi and Japanese yen.

In this episode, we discuss the latest developments in the yen and euro and offer a bit of loose speculation ahead of this week's G7 and G20 meetings along the sidelines of the IMF/World Bank meetings.

In this episode, we discuss recent developments in the valuations of the Japanese yen, Korean won, Canadian dollar, and euro.

In this episode, we discuss the shocking weakness exhibited by the yen over the past few days as manifest by the move in USDJPY above 125. We also discuss the influences that have led to the pop above 1.11 in EURUSD.

In this episode, we discuss the surprising evolution of exchange rates over the past week, with particular focus on the strange concoction of influences that has led the EURJPY exchange rate to rise by 3%.

In this episode, we discuss the biggest FX moves over the past few days, which are in USDJPY, USDRMB and correlated Asian currencies.

In this week's episode, we take a walk through the FX landscape as a result of the events in Ukraine. The point of our survey is to identify currency pairs that have either moved too much as a result of those events or that haven't moved enough given the shifts in related financial prices and underlying economic fundamentals.