LatAm: Hedging demand rises with Banxico in focus – BNY BNY’s Geoff Yu argues Latin American FX and equities now represent a single crowded ‘total return’ trade, with all regional currencies still overheld while bond holdings begin to reverse…
Latam: Hedging Demand Rises with Banxico in Focus – BNY Bny’s Geoff Yu Argues Latin American FX and Equities Now
LatAm: Hedging demand rises with Banxico in focus – BNY BNY’s Geoff Yu argues Latin American FX and equities now represent a single crowded ‘total return’ trade, with all regional currencies still overheld while bond holdings begin to reverse...