Why RBC's Lignos Likes U.S. Dollar-Peso Trade

The transcript discusses the impact of interest rate divergence and trade disputes on market strategies, focusing on the PBOC's interventions and signals to the market. It analyzes currency movements, particularly the South Korean won and Mexican peso, and the effects of the Mexican election on investor behavior. The discussion also covers market transitions and trade strategies, highlighting the importance of tactical approaches in the current economic climate.

What are the potential risks associated with speculative positioning in the current market?

What strategies are being considered by investors as they transition into the second half of the year?