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Dollar May Be Culprit If Trends Derail: 3-Minutes MLIV
Youtube· 2025-09-25 10:14
And the markets focus a little difficult to pin down, it seems, Marc, today, lots of disparate conversations happening. I know that you're drawn to thinking about the relationship between the dollar and rates. And you see something interesting there, especially coming up to month end.Yes. A couple of things here. I think, first of all, the macro community is starting to warm up to the idea of playing for a bit more of a sustained dollar bounce.Now, short term, that is kind of helped by the idea that into mo ...