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3min chapter
Global FX: USD down but not out(age)
At Any Rate
Analysis of Dollar Movement in Response to Election Factors and Yield Correlation
This chapter delves into the dynamics influencing the dollar's movement despite changes in betting markets and Trump's poll lead. It analyzes positioning, key FX trades, valuations, and the correlation between dollar shifts and yields, while also exploring the effects of rates, bear and bull steepening environments, and Powell's remarks on disinflation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode