MKT Call 9/27: Stock Market Tumbles Since Guy's Been Gone
RiskReversal Pod
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The Dollar Versus Crude Oil Chart
In 2013 in 2014 when the Fed was contemplating tapering you know their bond purchases and coming off a zero interest rate policy well the US dollar started a rally. This is at the time where global growth was reflating and that's one of the reasons why I want to go back to this crude chart here. Goldman Sachs basically came out and did their meacopa in terms of oil saying that they misunderstood or sort of underestimated the power of exactly what you're talking about.
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