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The strong US dollar gets stronger

2023/9/26
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Unhedged

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The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the show, we look at the greenback’s continuing strength and try to understand how it will affect global markets. Also, we go long London and long Jamie Dimon’s interest rate calls. 

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Read a transcript of this episode on FT.com) Hosted on Acast. See acast.com/privacy) for more information.