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US policy uncertainty is sky high. Global investors own a lot of US assets, mostly unhedged currency exposure, and the natural implication is that the collision of large exposures and elevated uncertainty could have a large impact on global capital flows, asset markets, and currency hedging activity.
Participants:
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
By RBC Capital Markets5
33 ratings
US policy uncertainty is sky high. Global investors own a lot of US assets, mostly unhedged currency exposure, and the natural implication is that the collision of large exposures and elevated uncertainty could have a large impact on global capital flows, asset markets, and currency hedging activity.
Participants:
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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