
Surveillance: Fed Pause with Dudley
Bloomberg Surveillance
00:00
China Reopening - What's the Best China Proxy?
I think 2023 is going to be a year in which relative value is going to make sense from a trading perspective. I'm inclined to believe that we're in inflection point in the dollar. It's the Fed and it's also the elephant in the room, which is China. But you know what? I think the gene is out of the bottle as far as China's concerned. EuroChina would be my best trade for expressing that.
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