By Dominique Dwor-Frecaut 09-04-2020
In: hive-exclusives | Credit Equities FX

A Positive Risk (Lower VIX) Scenario For Q2

(4 min read)
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I am bearish volatility based on the feasibility of restarting economies without rekindling the epidemic and on the policy response. This suggests buying investment grade credit and equities in the US and UK as well as EM carry. Based on the Fed balance sheet plans, the USD could be about to embark on a multi-year down trend...

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