Calls
1
Julio Callegari
Asia Fixed Income CIO, JPMorgan Asset Management
Win Rate
0.0%
return
-0.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 03
$56.95
-0.8%
Asian economies have massive current account surpluses ($1.6 trillion over 12 months) tied to exports and AI/tech. Once the narrative of U.S. exceptionalism abates and the Fed stops hiking, capital flows will return to Asia and drive appreciation in the Korean won, Taiwan dollar, and Japanese yen.
FX & Currencies
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Julio Callegari has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: FXY, KRW, TWD.
