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Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

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Is the US Dollar a Strong Dollar?

A strong dollar is a fan favorite topic on fin twits. One of the area that you could be looking at it again how we're managing our portfolios and repatriating some of those dollars back into Canada. If we're buying things in the US it's we're going more cat hedged and yet given the example about Japan for example and how that has the currency differences has helped their investments and mitigate the downside. For those of us outside of the US the US dollar has been an excellent hedge and now it's time to remove moving a part of that hedge nonetheless anyone else with comments on a strong dollar from the panel?

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