The dollar hedge is changing shape
A subscriber brief using code, media, documents, polling, embedded Notes, and research references.
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Meridian
A subscriber brief using code, media, documents, polling, embedded Notes, and research references.
DXY The Fed raised rates by 25bp this week, and the dollar finally rebounded. That supports my expectation of limited downside.
DXY once again failed to produce a meaningful rally despite hotter CPI, higher front-end rates and higher oil. That remains a weak signal and reinforces my view that the dollar is structurally weak. At the same time, the dollar is cheap relative to rates and the Fed is likely to hike next week, so I still expect the downside to remain limited.
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