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The Credit Crunch is Here
The Macro Trading Floor
The Dollar Winning in Equity Markets
Dollar equity markets to a certain extent have been overperformed by other markets, which doesn't happen very often. I think Andreas that optionality is cheap wherever you look at right now. So if you're trying to buy some upside on the dollar, it's relatively cheap. Both against emerging markets, against the euro, it's like nobody wants or needs dollars anymore. And that always makes me think, right, as a position that you might want to have as a tail position in your book.
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