The American economy is strong — and the dollar is extremely expensive. Today on the show, we talk about how the strong dollar affects the rest of the world, pressuring importers, benefitting manufacturers, and causing capital to flow into the United States. Also we go long McDonald’s and long the British pub.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)
You can email Katie Martin at [email protected]).
Read a transcript of this episode on FT.com) Hosted on Acast. See acast.com/privacy) for more information.