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bearish
Global FX: Traversing the USD tariff smile
SUMMARY
- Revised eurodollar forecast up to 116, more bearish on the dollar
- Erosion of US exceptionalism due to tariff policy blowback
- Introduction of new conceptual framework called the dollar tariff smile to understand FX reaction to tariffs
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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