In this 2025 preview video blog, Derek Halpenny, Head of Research for Global Markets EMEA and International Securities; Michael Wan, Senior Currency Analyst, George Goncalves, Head of U.S Macro Strategy, MUFG Securities America Inc; Lee Hardman, Senior Currency Analyst and Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research EMEA discuss the trends that may drive the global markets this year.
Please click the image above to see the full video*
With the video longer than usual, we have included the links to each individual video
- Theme 1 - Trump and the US dollar - it could get complicated
- Theme 2 - Asia FXs are to navigate against high uncertainty and upheavals
- Theme 3 - US Outlook: A Balancing Act
- Theme 4 - Winners & losers in EM FX in a Trump 2nd term
- Theme 5 - Commodities – stay selective, hedge Trump-induced tail risks
Please click here to view the presentation pack for ' Five Key Themes for 2025 '.