Go offline with the Player FM app!
Trillions of US Dollars To Sell?!
Manage episode 479011155 series 3338244
This week, Alf and Brent focus on an obscure yet crucial component of FX flows: the hedging needs from large institutional investors. These whales own $33+ trillion of USD-denominated assets, and over the last 15 years they have systematically under-hedged their USD exposure - were they to change their mind forecasting a weaker USD, there could be trillions of US Dollars to sell.
Want to chat with Alf? Ping him (Alfonso Peccatiello) on Bloomberg
Want to chat with Brent? Ping him (Brent Donnelly) on Bloomberg
107 episodes
Manage episode 479011155 series 3338244
This week, Alf and Brent focus on an obscure yet crucial component of FX flows: the hedging needs from large institutional investors. These whales own $33+ trillion of USD-denominated assets, and over the last 15 years they have systematically under-hedged their USD exposure - were they to change their mind forecasting a weaker USD, there could be trillions of US Dollars to sell.
Want to chat with Alf? Ping him (Alfonso Peccatiello) on Bloomberg
Want to chat with Brent? Ping him (Brent Donnelly) on Bloomberg
107 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.