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Macro Strategy Views: Why US assets remain the only game in town
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In our weekly podcast, Macro Strategy Views, we discuss the outlook for the US dollar and equities. In our view, the US dollar will stay strong until the US economy enters a recession. This has important cross-asset implications, particularly for the oil price, equities and interest rates. Global Head of FI&C Research, Thomas Harr, chairs today’s podcast and he is joined by our Chief Equity Strategist, Mattias Sundling, and our cross asset strategist, Kristoffer Kjær Lomholt.
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