Extrapolating past results to predict future outcomes is typically futile. But what if we could isolate the most statistically relevant historic parallels towards making better forecasts? This week, we discuss the techniques of relevance based prediction and how more robust and successful outlooks can result from their use. Joining us are Megan Czasonis, Head of Portfolio Management Research at State Street Associates, and Michael Metcalfe, Global Head of Macro Strategy, to discuss recently-published research on these new methods used to forecast USD performance and what the current framework says about a dollar outlook over the medium term.

Taking Stock of '26: A Conversation with Ron O'Hanley
43:35

Tackling the 2026 Consensus
15:49

The Best Reads of 2025
24:13