The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle
Monetary Matters with Jack Farley
00:00
Is FX Carry into JGBs a Good Trade?
Jack asks about buying JGBs and hedging into dollars; Jon is open but notes lack of clear valuation anchors across global yields.
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Transcript
