Is the consensus rush to acquire downside protection over yet? Titelbild

Is the consensus rush to acquire downside protection over yet?

Is the consensus rush to acquire downside protection over yet?

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 In this edition of the Macro Minute, we examine whether the recent rush for downside protection in markets is already over. Darius explains that while the first wave of hedging may have passed, continued geopolitical escalation and the risk of an inflation shock could trigger additional rounds of delta hedging.
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