Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Macro Hive Conversations With Bilal Hafeez
Exploring Carry Trades and Market Positioning in Financial Assets
This chapter explores how carry trades influence foreign exchange determination through interest rate differentials. It presents a research agenda on market positioning, asset pricing, and introduces a new method to analyze investor holdings and their impact on market dynamics.
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