In the wake of the rate decisions last week by Fed, ECB and BOJ, what lies ahead for forex? In this episode, we talked to Clive Ponsonby, a former forex trader at JPMorgan and author of Currency View, for his take on:
- the market expectation of rate decisions by the Fed, ECB and BOJ, and forex opportunities looking forward
- why Fed leans hawkish and ECB dovish
- the likelihood of CPI undershooting versus overshooting
- how to read Yen carry trades as a bullish indicator