MRKT Call 12/20/2022: The BOJ Joins the Party
RiskReversal Pod
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Is the Dollar Coming in for a US Multinational?
The options market is implying an 8% one-day move tomorrow in either direction. That's a pretty big move. The dollar come in for a US multinational like a Nike or a FedEx both reporting tonight? Is that going to be a tailwind? Do rates, does that have anything to do with? Not so much, I think with both of those names. Again, I think disrupted supply chains, these are both issues I Think with both Nike and FedEx.
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