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Listen "USD: Downside risk from cross-border flows"
Episode Synopsis
With:
Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy
Alex Jekov, G10 FX Strategist
BNP Paribas | Global Markets (Recorded 28 March 2022)
In this podcast we explore foreign investor buying of US assets. We find that most debt inflows come from the Eurozone and Japan. For institutional investors, we expect a slowing in eurozone investor buying of USD fixed income. For foreign holdings of US equities, any rebalancing lower of US equity exposure could result in substantial USD selling. Our assessment of the outlook for cross-border flow dynamics is consistent with upside risks to EURUSD.
For more information, please refer to https://markets360.bnpparibas.com
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted on Ausha. See ausha.co/privacy-policy for more information.
Sam Lynton-Brown, CFA, Head of Global Developed Markets Strategy
Alex Jekov, G10 FX Strategist
BNP Paribas | Global Markets (Recorded 28 March 2022)
In this podcast we explore foreign investor buying of US assets. We find that most debt inflows come from the Eurozone and Japan. For institutional investors, we expect a slowing in eurozone investor buying of USD fixed income. For foreign holdings of US equities, any rebalancing lower of US equity exposure could result in substantial USD selling. Our assessment of the outlook for cross-border flow dynamics is consistent with upside risks to EURUSD.
For more information, please refer to https://markets360.bnpparibas.com
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf Hosted on Ausha. See ausha.co/privacy-policy for more information.
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