19min chapter

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Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued

Forward Guidance

CHAPTER

Analyzing the Dynamics of the US Dollar

This chapter delves into the recent trends in interest rates and the dollar, highlighting the potential unwinding of long dollar positions and the bearish outlook on the currency. It explores the impact of interest rate differentials, global growth, and balance of payments on the dollar's performance. Additionally, it emphasizes the correlation between US interest rates, the dollar, and global growth.

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