Episode 19 - Weekly Top 3 - FX Special - a podcast by David Coloretti CMT

from 2020-03-15T01:36:08

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While the bear market in equities continues to evolve we turn our attention to G10 FX markets. We highlight the sharp positive shift that took hold of the USD in the GFC and point to evidence of a similar scenario in 2020. While this is currently playing out most prominently in the USD's outperformance of commodity currencies, we note material opportunities in cross currency plays.