Global Exchanges

BMO Capital Markets
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BMO’s FX Strategist Stephen Gallo offers perspectives from strategy, sales and trading on the foreign exchange market, related financial markets, and the global economy. To view show transcripts, please visit http://bmocm.com/GlobalExchanges. For legal disclosure, visit http://www.bmocm.com/macrohorizons/legal

  1. 02/02/2023

    Headfakemania

    In this week's episode, we discuss the recent price action in foreign exchange surrounding central bank decisions from the Bank of Canada, Fed, ECB, and Bank of England. We reflect on why central bank signaling seems to have lost its influence over FX and propose alternative macro catalysts for the days and weeks ahead.

    20 min

  2. 01/17/2023

    The Surprisingly Front-Loaded Dollar Decline

    In this week's episode, we talk through the ongoing downtrend in the US dollar, with particular mention of where things might go from current levels in EURUSD, GBPUSD, and USDJPY.

    19 min

  3. 12/20/2022

    Tinkering or Tightening? - The BoJ's Late-Year Surprise

    In this abbreviated episode, we offer a preliminary reaction to the BoJ's surprise decision to tinker with the parameters of its yield curve control mechanism.

    16 min

  4. 12/13/2022

    Season's Musings

    In this week's episode, we look back at the biggest surprises in FX markets and related fundamentals in 2022. We will also offer preliminary thoughts on potential surprises for 2023.

    19 min

  5. 11/29/2022

    Things We're Watching Into Year-end

    In this week's episode, we home in on the 1M horizon, which now brings us to the end of calendar year 2022. We share our thoughts on the latest developments in RMB, GBP, USD, and CAD.

    16 min

  6. 11/22/2022

    As the FX World Turns - The 2022 Episode

    In this week's episode, we discuss so-called “turn pressures” that are manifest in the movement of implied yields embedded in FX forward points of various different currencies. This discussion features a special guest: BMO FX forwards trader James Topham.

    20 min

  7. 11/08/2022

    The Long and Bumpy Rounded Top

    In this week's episode, we discuss the latest movements in the broad US dollar with particular focus on the euro, British pound, Chinese renminbi, and Japanese yen.

    18 min

  8. 10/27/2022

    How Many Interventions Does it Take?

    In this week's episode, we discuss recent developments related to the yen, the renminbi, the euro, and the Canadian dollar.

    22 min
See All (63)

Trailer

About

BMO’s FX Strategist Stephen Gallo offers perspectives from strategy, sales and trading on the foreign exchange market, related financial markets, and the global economy. To view show transcripts, please visit http://bmocm.com/GlobalExchanges. For legal disclosure, visit http://www.bmocm.com/macrohorizons/legal

Information

  • Creator
    BMO Capital Markets
  • Years Active
    2021 - 2023
  • Episodes
    63
  • Rating
    Clean
  • Copyright
    © 2021-2023 | BMO Capital Markets
  • Show Website
    Global Exchanges

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