Time to Watch the US Dollar More Closely?
Why The US Dollar Is Strong & Why It Could Get Even Stronger
A loose fiscal/ tight monetary policy mix is underpinning capital inflows into the US and pushing the US dollar higher. A strong dollar is not a consensus trade. However, it could prove self-correcting if the resulting disinflationary pressures compel the US Fed to ease monetary policy in 2024. It needs to be watched.
See our latest published research, Global View: Why The US Dollar Is Strong & Why It Could Get Even Stronger– 31st October 2023
For further information, please contact us at research@crossbordercapital.com
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