China identifies its domestic problems, but can it effectively address them?
Insight
May 12, 2021
FX and your business weekly podcast: 15 May 2021
Our new podcast series to help small to medium sized businesses make sense of current market movements. This week's podcast includes a focus on inflation and FX implications .
https://soundcloud.com/user-296808282/fx-and-your-business-inflation-special-12-may-2021
In this week’s podcast, Phin Ziebell is joined by our Senior FX Currency Strategist, Rodrigo Catril and Senior Markets Manager, Chris O’Brien.
Phin and Rodrigo discuss inflation and FX implications:
- factors driving inflation higher including supply chain disruptions, pent up demand and base effects.
- the distinction between Demand Pull and Cost Pull inflation.
- The role of central banks and the new tolerance for higher inflation
- Implications for the USD and AUD.
Chris discusses:
- Demand and supply dynamics affecting clients in particular freight rates, raw imports and accessing supply.
- FX exporters and importers activity
- Effective FX hedging strategies used to help our clients manage their FX exposures.
