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Global FX and EM: Seeking themes with a shelf-life

At Any Rate

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Potential Euro Dollar Movements and Regional Currency Insights

This chapter explores the anticipated rise of the euro dollar amidst improving fiscal conditions and a ceasefire, predicting a range of 112 to 114. It also examines the appeal of Scandinavian currencies as hedging options and the potential weakening of the broad dollar in light of U.S. economic uncertainties.

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