MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
Macro Voices
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The Dollar Rally Has Almost Completely Wiped Out That July Bloodbath
The dollar rally has now almost completely wiped out that July bloodbath. The question is whether it was a legit breakdown or just a short-term liquidity event. I'm still hoping for a dip to 1860 or lower so that I can add to my long position. Longer term, I couldn't be more bullish. As I've said before, I think the Fed policy is going to prove more hawkish than most participants expect.
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