Global FX Trader_ Election Detection
Dezan Shira & Associates·2024-10-31 02:40
_ Global FX Trader Election Detection Our thoughts on USD, EUR, CNY, JPY, GBP, NZD, CEE & NOK n USD: Is the elephant in the room already? The debate this week has ranged from whether markets are already almost fully pricing a Republican victory to whether all of the recent moves can be attributed to economic news. We think there is certainly some tariff premium in FX markets but acknowledge a mix of macro factors in the US and abroad can likely account for most of the Dollar's strength this month, with the ...