'Sell The Dollar': Think Price, Not Flows
Source: SeekingAlpha
2026-01-26 22:35:00 ET
The “sell the dollar” trade is coming up in the chatter I see. I think that economists love making international trade and finance more complicated than it should be, but that is partly a side effect of needing to publish new articles on a continuous basis. My simplistic input on this topic is that people need to stop thinking about “global rebalancing” in terms of flows; price changes can do the job....
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'Sell The Dollar': Think Price, Not Flows
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