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FX Market Lining Up to Overreact to Data: SocGen’s Juckes
Bloomberg Television· 2025-08-19 13:21
Let's talk about this FX market driven in the first half of this year by perceived capital flows. Do you believe that in the second half of this year it will be driven by rate differentials and why. I write differentials up to a point.Expectations about growth which are which are often the same thing. But but yes, I think that people are genuinely uncertain in the sense of at the moment they're uncertain, but aware of the fact that the world is very long because we've all put so much money into the US equit ...