Hedging Strategies in Action: Q4 2025
Jordan Wank
While we continue to see a mix of hedge direction in our client flows, earnings call commentary pointed to a clear focus on declining-rates hedges among larger publicly-traded banks. Notably, many receive-fixed swaps are becoming accretive to earnings after Fed rate cuts. The breadth of optimism around customer hedging programs is also worth highlighting. Over Continue reading "Hedging Strategies in Action: Q4 2025" The post Hedging Strategies in Action: Q4 2025 appeared first on Derivative Path