Market Bullishness and Near-Term Dollar Concern
Bloomberg Surveillance
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US Economy Performance Analysis and Currency Trends
This chapter delves into the current performance of the US economy in comparison to global economies like China and Europe, exploring growth convergence, sentiment, inflation, and the vulnerability of the US dollar. The discussion also covers yield differentials, currency movements, the yen as a funding currency, and the impact of interest rates on currency performance, anticipating a summer slowdown.
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