Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets

Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements. She has also produced innovative research on the global network of equity holdings and their impact on equity, fixed income and exchange rate markets. This podcast covers: 

• New approaches to understand exchange rate drivers 
• How lagged macro news impacts markets 
• Investor holdings and asset prices  
• Equity flows and FX movements  
• Global financial cycle and the dollar 
• FX dynamics in fixed income vs. equities 
• AI’s disruption of finance 

You can follow Vania’s work here. 

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