Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications
-
Narrated by:
-
Written by:
About this listen
In this episode, Steve Englander, Global Head of G10 FX Strategy and North American Macro Strategy at Standard Chartered Bank, discusses the evolving US macro landscape heading into Q4. He examines the Fed's recent rate cut, the implications of rising productivity on the neutral rate, and the early impact of AI on the labour market. Steve shares his views on US dollar positioning, potential challenges to Fed independence, and downside risks to Canadian growth and currency performance. He also addresses the durability of the current carry trade environment and the broader implications of policy-driven market volatility.
This episode was recorded on September 30, 2025.
No reviews yet