In this video, Derek Halpenny analyses how divergent fiscal paths and rising global debt burdens are influencing G4 FX markets. Using insights from the IMF Fiscal Monitor, Derek explores why the US, UK and Japan each present different fiscal‑market transmission risks—and which currencies are most exposed.

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Key point

  • 00.18 – Debt Sustainability Risks & Fiscal Policy - a G4 FX perspective

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