This week, Co-Heads of G10 FX Brian Daingerfield and Paul Robson discuss sources of heightened market uncertainty and puzzle over the calm that has beset currency volatility.
Key topics covered:
1. Market reactions to the Middle East conflict
2. The US dollar and market positioning
3. Sterling’s surprising resilience
4. The Yen and fiscal considerations
5. Lasting themes for currency marketsÂ
This episode was recorded on 26 March 2026.
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