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4min chapter
Global FX: USD down but not out(age)
At Any Rate
Intro
The chapter covers various topics like lack of conviction among clients, dollar's view, dollar yen sell-off, weakness in stocks, RBNZ's dovish pivot, potential bearish trades in FX, long Aussie QE trade, Trump's comments on yen and yuan, stress testing the bearish CNY view, China's potential currency appreciation, and President Biden's withdrawal from elections impacting FX markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode