Our market outlook looking ahead to 2023
Portfolio Intelligence
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International Equities - Is the Dollar a Risk Off Currency?
International equities are now basically tied for US equities on a year to day basis, both down about 20% in dollar terms. We still see if our macro work is right that the leading economic indicators and negative the yield curve is inverted, earnings likely have downside. But we think globally, you know, there'll be a demand for dollars in economic contraction.
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