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US Dollar Hedging: A Real Risk or Just a Narrative?

37 min•23 januari 2026

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).

In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encourage global pension funds to hedge their gigantic USD exposure?

Fler avsnitt av The Macro Trading Floor

The Inflation Ghost, Gold and Options

22 maj•37 min

Process, Process, Process

15 maj•33 min

Macro Investing In A Post-Hormuz World

8 maj•34 min

New All-Time Highs Are Here: Now What?

17 apr.•37 min

Frameworks To Trade The Hormuz Crisis

10 apr.•33 min

How To Trade Macro In A War

20 mars•33 min

Hormuz & The Terms of Trade Shock

6 mars•37 min

The New Fed vs The Good Old Bond Market

30 jan.•37 min

Japanese Macro Tails

16 jan.•37 min

The Everything SuperCycle?

9 jan.•38 min

The Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.