About this episode
- Kit Juckes, Soc Gen Chief FX Strategist - Dan Ives, Wedbush Sr. Equity Research Analyst - Earl Davis, BMO Head: Fixed Income & Money Markets Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income. See omnystudio.com/listener for privacy information.