October 17, 2025 |
US-China trade tensions have returned to the spotlight, and we discuss the economic impact from both perspectives as markets await the news on whether we will see further escalation or a softening in tone. In Europe, the UK remains in focus ahead of two significant event risks coming into view, with the Bank of England meeting on 6 November and the budget on 30 November. Yujiro Goto, Head of Japan FX Strategy, outlines the latest political developments in Japan, the market impact and the paths ahead.
Week Ahead Podcast Host & Head of G10 FX Strategy
Head of FX Strategy, Japan
Asia Economist
Chief UK & Euro Area Economist
Senior US Economist
