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 trajectory for inflation according to the speaker?

How does the speaker categorize the potential landing of the economy?

What is the speaker's view on the dollar's weakening trend?

What factors does the speaker believe will support currencies like the euro and the Japanese yen?

What is the speaker's prediction for the Swiss franc in the context of US economic activity?