Juliette Declercq: The bear argument for the USD

Macro Voices - A podcast by Hedge Fund Manager Erik Townsend - Thursdays

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Business

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the U.S. Dollar, rate differentials and ask if there has been a regime shift. They further discuss how does the economic data tie back into bearish dollar narrative and what are the tactical considerations on a dollar short. They further touch on how traders can position themselves on the interim.