Pivot Time
from Macro Minutes
US policy uncertainty is sky high. Global investors own a lot of US assets, mostly unhedged currency exposure, and the natural implication is that the collision of large exposures and elevated uncertainty could have a large impact on global capital flows, asset markets, and currency hedging activity. Participants: Jason Daw (Desk Strategy), Head of North America Rates Strategy Elsa Lignos (Desk Strategy), Head of FX Strategy Richard Cochinos (Desk Strategy), FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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