About this episode

The episode discusses the complexities of Treasury yields, gold surges, and the weakening USD with insights from various strategists.

Over the past 6-12 months Treasury yields are rangebound, gold surged, but the USD has weakened. Despite the de-dollarization narrative, investors have continued to accumulate USD denominated assets, but with a cautious bias (i.e. hedging). To unpack these complexities you will hear insights from Blake Gwinn (Head of US Rates Strategy), Richard Cochinos (FX Strategy), and Chris Louney (Natural Gas and Gold Strategist). Participants: Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Cathal Kennedy (Desk Strategy), Senior UK Economist Megum Muhic (Desk Strategy), UK Rates Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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