Skip to main content
Sean Osborne

Sean Osborne

Managing Director & Chief FX Strategist at Scotiabank, based in Toronto — ranked among the world's top G10 currency forecasters.

Jul 2, 2026

56:18
It's super smart.
56:19
Yeah, just unplug yourself and then come back and you'll be good.
56:23
So yeah, so I've got a framework and they're just called Reboot, which obviously is because, you know, computers are reboot and that's basically what you're doing with your thoughts and with how you're thinking.
56:35
And again, all the stuff that I talk about in that, it's in every personal development book.
56:40
It's like you look at all these books, they all say... basically the same thing.
56:45
It's just in a way that made sense to the author who put it out.
56:49
It's like, you know, hopefully that this way resonates with somebody.

12 MINS LATER

69:09
Maybe take us there and talk to us about why.
17:01
But do you think we're headed in that direction, or is it still going to be very, very, let's say, dollar-centric? I don't want to say the dollar's gone as a reserve currency, but let's say, is there more room for a market that's really about relative value as opposed to being dollar-driven?
17:16
There's certainly a possibility.
17:17
I mean, my own personal, we get asked this question, you know, quite often from our clients, and I'm sure it comes up in your discussions as well with clients about, you know, the dollar hegemony story and whether there is an end to that insight.
17:30
And realistically, I think, you know, the U.S. dollar is so deeply embedded in the global financial infrastructure, you know, commodity pricing, emerging market bonds, global trade, trade finance.
17:43
It's going to be very difficult to remove the dollar from that dominant position, I think, over a timeframe that's kind of relevant for us in this discussion.
17:50
But I think around the edges of that story, you can see that central banks are certainly holding fewer dollars and dollar assets these days.
17:59
There are various reasons for that.
22:09
If you're looking at the FX market right now, what positioning or flow indicators do you trust the most?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.