Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
00:00
The US and China's Relationship to the Euro Dollar
I think Europe is the one to watch. It's definitely something that obviously hiking into a recession is not going to be great for anyone. I was bearish, Euro dollar 110 and 112. We went to 106.50. It's now bounced back up because the dollar is coming up with what's going on in the fixed income market. Definitely not what's happening in the equity market or even oil. From our data, it's saying it's going to continue. Not seeing unemployment. And we're seeing strong wage growth in what you could arguably call the poorest sector of America. Then you've got shelter,. And that's just experience walking around New York. It's not going down
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