#25 - Why is offshore wind not performing? Guest: Suriya Jayanti
Macro Mondays
00:00
The Dollar's Performance and Market Positioning
The chapter discusses the recent performance of the dollar and its relationship to inflation and market positioning. The speaker believes that the market has overreacted to the soft inflation data in November, causing a collapse in the dollar. They also mention the pressure on US treasuries and how it could affect risk assets.
Transcript
Play full episode
