Fascinating currency analysis! The dollar weakness thesis is compelling given the geopolitical shifts. How are you positioning portfolios to benefit from this trend while managing downside risk?
I agree. And, there will be capital flight from investors and governments holding US treasuries that can work the other side of the equation. All sides want a lower US dollar whether they are working together or not
Fascinating currency analysis! The dollar weakness thesis is compelling given the geopolitical shifts. How are you positioning portfolios to benefit from this trend while managing downside risk?
I agree. And, there will be capital flight from investors and governments holding US treasuries that can work the other side of the equation. All sides want a lower US dollar whether they are working together or not