What are we seeing on dollar and positioning among macro investors?
Avril Hong
Ruth Carson
As geopolitical tensions flare up in Europe, the dollar is under pressure. On a larger scale, we're looking at a de-dollarization theme continuing.
What are we expecting in terms of positioning on Treasuries?
Shery Ahn
Ruth Carson
Bond investors are weighing tariff risk and the Supreme Court decision, as well as the next Fed chair and policy path. Treasuries are in the crosshairs.
Is the snap election a sign macro traders are using to sell the yen?
Avril Hong
Ruth Carson
The yen at 158 is cheap, unanimous. But you'd be brave to buy it. Options traders are pricing about a 40% chance the yen hits 165 before June.