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Talking heads - A new foreign exchange regime?

Talking Heads

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The Dollar and the Fed - What's Next?

Dollar tended to do well going into the first rate hike, struggle a bit for the six months afterwards. Qualification though, is expectations keep rising for what the fed's going to do. But none the less, maybe we'll struggle in the near termif we think more broadly globally. The broad theme here is brallying commodity prices, supporting commodity currencies broadly. So that also ultimately should fit the currencies in the medium term.

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