Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience

This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other upcoming US policy developments. They also address the outlook for EM currencies amid a more uncertain growth backdrop, against still-constructive views across CHF, GBP & NOK in G10.

SpeakersMeera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Anezka Christovova, Head of EMEA EM Local Markets Strategy James Nelligan, Global FX Strategy

This podcast was recorded on 16 October 2026.

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