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FoundersAM: Equity trading desk on Hedging USD Weakness in 2nd Half
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Founding Member episode

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FoundersAM: Equity trading desk on Hedging USD Weakness in 2nd Half

and what it implies for Gold
1

A Goldman MD on the equity side is convinced Powell is cutting 3x for ROY.

They believe that the dollar’s probably weak thus far because of the fiscal spending that just got passed; this despite Powell not cutting.

They believe that the dollar actually has further to weaken once Powell starts cutting.

He notes based on observations in other nations that…

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