US Dollar Hedging: A Real Risk or Just a Narrative?
From The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly
January 23, 2026 · 37 min
About this episode
Alf and Brent discuss the implications of recent market actions on USD hedging strategies for global pension funds.
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encourage global pension funds to hedge their gigantic USD exposure?
People in this episode
Hosts: Alfonso Peccatiello, Brent Donnelly
Topics covered
- US Dollar
- Hedging
- Global Pension Funds
- Tariff Threats
- Market Analysis
Keywords
- US Dollar
- Hedging
- Pension Funds
- Tariffs
- Market Trends
Mentioned in this episode
Organizations: TACO, global pension funds
Products: USD
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