It's the Dollar stupid! Relative US inflation weakness is now driving our fx trades
The Japanese YEN now comes as our third currency we have added to our long exposures in as many days. The reason being, is that our relative change in inflation expectations are now falling faster in the U.S than in Japan. Read more... (VIEW LINK)
Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com
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