Why's the dollar up?
Quick post today...
But a very important one considering the absolute ridiculousness of this dollar move recently.
Recall this explainer that we concocted a few months ago...
The reason I wanna raise this again is because clearly we have shifted into a different dollar regime.
Do you recall people calling for DXY to push down to like, 82?
I do, and it never made any sense, but I guess that's why you pay us to put out what is generally more likely, right?
Not bad timing - but I'm not necessarily in the business of specific timing & execution since