Whiplash: A Global 2023 Currency Outlook
As markets shift, corporate treasurers and CFOs need to keep up. We talked to Corpay Cross-Border’s currency research team, Karthik Sankaran, Senior Market Strategist, Karl Schamotta, Chief Market Strategist and Peter Dragicevich, Currency Strategist - APAC about what you can expect in 2023.
Timestamps
0:56 – What is the impact of the substantial reversal in the US dollar in the fourth quarter of 2022?
4:09 – US economy and Fed policy and how will that affect markets
6:45 – The Bank of Canada’s stance and it’s implications for the loonie
10:35 – How China’s internal policies impact global asset markets—commodities, currencies, bonds
14:00 – Eurozone economy and the outlook for the Euro
17:44 – The current state of the UK economy and the sterling
20:33 – Rally in the Yen and the implications on JGB
25:00 – What should people be paying more attention to in 2023?
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