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Global FX: FX volatility bumpy, but capped in H2
At Any Rate
Harvesting Extra Risk Premium in the Euro Complex
The Euro complex presents an opportunity to capitalize on underpriced US election risk premium. Factors like the French elections and carry trade washout have added risk premium in various markets. There is potential for premium harvesting by considering net short-wall expressions in the dollar, Euro downside spreads, and exploiting high Euro correlations. Premium seems fully priced for the French elections, with analysts anticipating a relief rally post the second round.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode