Latest / The Investment Perspective, with Ninety One
#65 Dollar down: Halfway there or just getting started?
The dollar’s weakness is no longer a contrarian call; it’s becoming the base case. But what’s driving its persistence, and what would finally confirm a full-blown dollar bear cycle? Sahil Mahtani revisits the forces behind the “sell America” trade, the limits of Fed leadership changes, and the signals investors are watching for the next leg lower.
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The skinny
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