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Ben Melkman: Expecting A U.S Dollar Decline
The Macro Trading Floor
The Dollar Isn't Going to Zero
Andres: In this mocro cycle where you have slowing a global demand and central banks that are completely committed in pushing real yields high across the curve, maybe it is worth having a chat about that. So let me pitch an idea in fpace an. I've recently added a position in mexican piso. The reason being that it's one of the countries that will certainly gain from thisglobalization. If they start to move manufacturing backto sort of shores nearer to the us. That's one thing. Second thing as that real yields in in mexico look relatively attractive in comparison to other currencies. And i mean, thirdly, if you look at positioning,
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