Strategist panel: Macro dominance and geopolitical impact
PanelFX Markets Europe
2026-11-19 | 11:00 AM - 11:40 AM
Information
- How is the increasingly jittery and headline-driven macro environment impacting global FX markets?
- What does it mean for investors when fundamental macro signals are being weighted differently?
- Has the conflict in the Middle East led to a return of the ‘USD smile’ and permanently altered global currency dynamics?
- How have emerging markets investing and carry trades fared?
Speakers
Roberto Cobo
BBVA
Head of global G10 FX strategy
Elliot Hentov
State Street Investment Management
Head of macro policy research
Chris Turner
ING
Global head of markets, regional head of research for UK and CEE
Shahab Jalinoos
UBS
Managing director, head of G10 FX strategy