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

EPISODE · Jan 23, 2026 · 37 MIN

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

from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly

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?

Episode metadata supplied by the publisher feed · Published Jan 23, 2026

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

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