Trading the Policy Whiplash

Market volatility continued to climb in February, capped by a landmark Supreme Court ruling on US tariffs last week that upended US trade policy in a single afternoon. The decision has raised questions about whether last year's trade-induced USD weakness, expected to continue into 2026, is now at risk of reversal. Meanwhile, the yen's tumble under Takaichi-nomics has resumed, equities and gold remain choppy, and many long-dormant correlations are starting to reassert themselves. Managing risk remains a constant challenge, as Dan Mazza, head of FX Forwards trading in the Americas at State Street Markets, highlights on #STTStreetSignals. https://podcasts.apple.com/us/podcast...