Dollar Strength Almost Kick-Started Deflation In Other Asset Classes: BAML

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Mani
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Deflationary effect of Dollar strength

When the U.S. dollar began its multi-month bull run in July 2014, it almost kick-started a wealth of “deflationary” price action across other asset classes, such as commodities and EM currencies, believe analysts at BAML. Barnaby Martin and team point out in their Feb. 12 research note titled “The month that changed the world” that now negative rates are starting to look the norm rather than the exception for central banks, and it is all because of Dollar Strength. Dollar Strength & July 2014: The month that changed the world Martin and colleagues point out that when U.S. economic data began to improve in…

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Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports