Capital Flows and Asset Markets
Capital Flows and Asset Markets
WHAT TO DO WITH THE US DOLLAR?
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WHAT TO DO WITH THE US DOLLAR?

Currencies used to be where all the action was - but in a pro labour world, I think its bonds.

For the first time in many years, currency is making a big difference to my portfolio. I have always had a heavy currency focus, and even in my current portfolio I have a big currency position - but I have never had any reason to to talk about it - until today.

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