The market has swung from the US is likely headed for a recession to slow but trend-like growth is set to continue.  We have argued against the currency war and race-to-the-bottom narrative that was popular in the press.  Now many are swinging hard in the opposite direction.  There is a secret agreement to prop up the other major currencies and depress the dollar.  Be skeptical.

Thoughts on Conspiracy Theories of the Dollar’s Losses MarctoMarket


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