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Dollar ~ Monthly
I don't think dollar weakness is getting the credit it deserves for inflating risk assets. It isn't a coincidence that the stock market bottomed at the same time the dollar topped. The dollar "bottom" has taken far longer than I thought it would, but a break above 101.00 could finally grease the wheels for a move to 110.00. If this happens, the world will look very different from what it does now (stocks will struggle, industrial metals will struggle, precious metals will continue lower, oil will move sharply lower, and yields will likely move lower).
