The dollar
If the Fed stops QE and has to unwind 1,2,3 and 4 won't we see a much stronger dollar? The idea was to weaken the dollar with all of this so logic says we should go back the other way. Anyone playing this? Normally you would short the stock market and go long the dollar. Or short weak currencies and go long their stock market. I have some Brazilian Reals and thinking of moving them from fixed return to stocks as this does the same thing.
The fun things in our totally connected world.
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