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Nick Reece Profile picture
Nick Reece
@nicholastreece
Macro Research & Investment Strategy. HK → SF → NY. CFA. Always learning. Tweets ≠ investment advice.
Oct 19, 2022 • 7 tweets • 3 min read
Interestingly, the real interest rate differential in favor of the dollar peaked in May of this year and has dropped sharply since:

#dxy #g4 #dollar #interestrates Image Similarly, terms of trade in favor of the dollar peaked in June of this year: Image