4 Comments
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Luke's avatar

Interesting and forward looking.

Ian Mordant's avatar

You always seem Robin to oppose a weaker currency - perahps because it buys less foreign currency?

But given the serious US trade deficit, a devalued dollar will help US exports and provide some non-tariff protection to US manufacturers.

My position could be sneered at as not macho enough, but the US does need to export far more manufactures. Or so I believe. Do you? Ian

jorge Gracia's avatar

QT UNDER WARSH COULD BE ANOTHER STORY

Michael Spencer's avatar

Agreed, apart from the JPY… which is doomed to stay in recent ranges