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A Biden administration may not be as USD-negative as you think (Terence Wu)
Manage episode 403072100 series 3234084
İçerik OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
We are often led to believe that a Republican president will be USD-positive due to the perception that the president will more likely bring US macro outperformance. Historically, we find no systematic relationship between the USD performance and the winning president's party. Instead, we should consider whether a Trump or a Biden administration is better placed to address the current USD-negative drivers. Taking this approach suggests that a Biden administration may not be as USD-negative in the near term as you may believe.
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