Has the “Sell America” trade run its course?

FX Talk has finally caught up with the times! After nearly five years of hiding behind microphones, honing our radio voices and bringing you audio-only episodes, we’re finally making the leap into the exciting world of YouTube. Brace for some questionable outfit selections, a few bad hair days, and an inevitable stray coffee spill or two.

In this week’s episode, we unpack whether the recent “sell America” trade is a thing of the past, attempt to unpack the implications of President Trump’s tariffs deadline and try to figure out what’s next for the pound as markets bet on more Labour tax hikes in the autumn. Our analysts also say whether they would buy, sell or hold the Australian dollar, which last week soared following the RBA’s unexpected interest rate hold.

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