The Macro Trading Floor
US Dollar Hedging: A Real Risk or Just a Narrative?
37 min•23 januari 2026
Om avsnittet
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?
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