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  • How Does an Oil Crisis Impact the Dollar? [View article]
    Kathy, I have a hypothesis: there's a significant amount of USD carry trades, shorting USD and longing other ccys and/or commodities. The drive behind this trade is simple: negative real interest rates in the US currently.

    I suspect this has been a significant factor keeping USD down and commodities up for the past few months.
    May 24 22:53 pm |Rating: 0 0 |Link to Comment
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