2min chapter

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The Real Stress Is Not In The US, But Elsewhere | Brent Donnelly

The Macro Trading Floor

CHAPTER

Is There a Bearish Canada?

Brent Dondani is a former risk taker in many seats on the buy side and now the author of AMF X at very good news, either in the present of spectrum markets. Brent came up with a trade which is bearish Canada. And it's expressed by a short Canadian dollar against can be the US dollar as a proxy for the China reopening play of 2023. But the most important lag is short Canada, which could also be expressed for instance shorting Canadian equities from from the thesis that Brent presented.

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