Markets have been moving at whiplash speed. One tariff announcement wiped billions off equity markets only for a policy pause to send everything roaring back.
And through it all, businesses are expected to forecast, budget, and protect margins.
2026 will be even tougher.
Meet the playbook for a world in upheaval
A practical guide for turning global chaos into strategic advantage.
This guide is a front-row look at the forces rewriting currency markets (tariffs, politics, fiscal strain, fragmentation) and how leading finance teams are preparing for both risk and opportunity.
Inside, Convera breaks down:
- The structural forces reshaping currencies worldwide: How rising trade barriers, shifting fiscal strategies, and more frequent geopolitical shocks are transforming market behaviour across regions.
- Why the old foreign exchange playbook no longer works: Interest-rate differentials alone no longer explain currency movements; risk premiums, policy unpredictability, and sudden “news shocks” now drive volatility.
- The end of the zero-rate era: Why neutral rates have shifted higher globally, and how central banks across major economies are navigating both inflation and mounting fiscal pressure.
- How tariff-driven disruptions are altering global trade flows: Which types of economies and supply chains are more resilient and why others face heightened exposure to volatility, rerouting, and price pressures.
- The evolving role of major currencies in a fractured global system: Where the world’s most traded currencies stand as safe-haven dynamics change, hedging behaviour shifts, and confidence becomes as important as yield.
“Today’s market conditions are unpredictable, and when foreign exchange rates swing, they can eat into margins and disrupt your budgeting. Managing currency risk is about setting up your business for smoother cash flows and more accurate forecasting.” – Convera
Is this guide for you?
If you manage international payments, forecast global revenue, hedge FX exposures, are responsible for a 2026 budget, or simply refuse to be blindsided by policy-driven volatility…then yes. This is your playbook.
You’ll learn how to:
- Translate global risk into actionable foreign exchange strategies
- Benchmark your hedging against best practice
- Turn volatility into competitive advantage
- Build a 2026 plan that holds up, even in a year shaped by geopolitics