Will the Dollar Surge Damage Markets
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the recent rally in the dollar, what’s behind it and whether it’s getting to levels that start to hurt risk assets. Emerging Market equity, one of the consensus trades for 2021, has failed to perform this year. Will the pain spread out to other assets or has the move in the dollar now run its course?
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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
