
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
Can US Stocks Rise While the Dollar Falls?
Jack asks if U.S. equities can do well while the dollar weakens; Jon says marginal hedging increases could decouple dollar gains from risk asset strength.
Play episode from 21:00
Transcript


