The US dollar slides, gold shines and commodities make a comeback.Ipek and Glenn break down FX trends, precious metals, energy and Bitcoin heading into 2026.
The US dollar slides, gold shines and commodities make a comeback. Ipek and Glenn break down FX trends, precious metals, energy and Bitcoin heading into 2026. Key allocation calls and top picks for the year ahead.
Intro0:36 2025 in a nutshell
2:25 What to expect in 2026?
4:10 Is European equity outlook still bullish?
5:02 What about the rotation trade?
6:44 Is this a Tech Bubble?
10:37 Inflation and central bank outlook in major economies 16:48 Any risk from rising Japanese yields?
17:13 EM equity outlook 18:30 Energy outlook 20:50 Summary & Top Picks










