Bank J. Safra Sarasin's Wewel On Global FX Strategy

The video discusses the trajectory of inflation and the Federal Reserve's rate hikes, predicting a peak at 5.25%. It explores potential market landing scenarios, suggesting a hard landing is likely due to historical rate hike patterns. The discussion shifts to G10 FX, highlighting a continued dollar weakening trend influenced by other central banks' actions and China's recovery. Finally, projections for the Euro and Swiss Franc are provided, with expectations of further strengthening due to undervaluation and geopolitical factors.

What is the expected peak interest rate hike by the Federal Reserve according to the discussion?

• 4.5%

• 5.25%

• 6%

• 5.75%

Which type of economic landing is considered unlikely due to historical rate hikes?

• Smooth landing

• Soft landing

• No landing

• Hard landing

What is the current trend of the US dollar in the G10 FX market?

• Stable

• Weakening

• Strengthening

• Volatile

Which currency is expected to benefit from the US economic weakening and geopolitical tensions?

• Euro

• Japanese Yen

• Swiss Franc

• British Pound

What factor is expected to support export-oriented economies in the G10 FX market?

• US economic growth

• China's recovery

• Middle East stability

• European recession