Perhaps one of the most interesting trades to watch in 2017 will be the central bank-related US dollar to yen and euro trade. That outlook just got hotter, as Capital Economics, out with a report Wednesday, thinks that investors are actually underestimating the impact of the developed market currency spread trade. Trump stimulus could be perfect cover for Yellen to complete her historic surgery The strengthening US dollar in the face of Janet Yellen and the US Fed engaging in difficult but apparently (to this point) successful surgery to withdraw addictive monetary stimulus is likely to be a key feature…
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