F100 CFOs name FX volatility hedge cost on the Q1 call.
Hedge cost is now a recognized P&L line, not a treasury footnote. The dollar's bounded range from 2023–24 produced complacency now ending.
Three Fortune 100 CFOs called out FX volatility hedge cost on Q1 earnings — the first time in this cycle the line item has been named on the call. The dollar's bounded range from 2023–24 produced a complacency in hedge programs that's now ending.
The read: hedge costs are now a recognized P&L line item, not a treasury footnote. Watch the implied vol on six-month forwards over the next two quarters; the unwind is just beginning.
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