The Morning Macro Call

Morning Macro Call - 02.09.2020 | VP FX & Macro Strategy


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Whilst we're seeing greater hedging activity across US rates and credit markets for tenors around the Nov US elections – we've noted before that it's too early for spot USD to start pricing in the risk of a contested election. We may see USD vols creep higher but we need to see greater conviction that a contested US election would lead to a firesale across US assets. Worth monitoring... but we're not here yet!
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The Morning Macro CallBy VP FX & Macro Strategy