UBS Looking for `Upside Surprises' to Move Pound

The transcript discusses significant market movements and the potential for rate cuts, exploring whether these actions are justified or excessive. It examines economic indicators like the Consumer Price Index (CPI) and inflation expectations, highlighting their impact on market expectations. The discussion also covers currency behavior, particularly the dynamics of the dollar, Aussie, and Kiwi, emphasizing the return to fundamentals over politics in currency valuation.

In what ways does the speaker suggest that currency behavior is changing?

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What is the significance of the carry trade mentioned in the context of the dollar and Aussie dollar?

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