Calls
1
Kit Juckes
Macro Strategist, Société Générale
Win Rate
100.0%
return
+31.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 23
$7.70
+31.4%
Juckes explicitly said, "The dollar is fine, but Norwegian krone is fine, the Canadian dollar is fine," in contrast to currencies of non-oil-producing nations. These currencies belong to major oil-producing/exporting economies (U.S., Norway, Canada) which are net beneficiaries of elevated energy prices and face less direct economic shock from the crisis. These currencies are relative safe havens and should outperform those of net oil importers in the current environment. A coordinated global recession that crushes oil demand, overriding the supply shock benefit.
Juckes explicitly said, "The dollar is fine, but Norwegian krone is fine, the Canadian dollar is fine," in contrast to currencies of non-oil-producing nations. These currencies belong to major oil-producing/exporting economies (U.S., Norway, Canada) which are net beneficiaries of elevated energy prices and face less direct economic shock from the crisis. These currencies are relative safe havens and should outperform those of net oil importers in the current environment. A coordinated global recession that crushes oil demand, overriding the supply shock benefit.
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Kit Juckes has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: DXY, GBP, CAD.
