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Today's Pick

Dollar Roundtrip: Geopolitics Priced Out, Reality Pending

by Felix Vezina-Poirier, Chief Strategist  

Our FX strategists maintain a tactical upside bias on the USD over the next 1-3 months. The dollar's cyclical backdrop has improved across growth, monetary policy, and portfolio flows since February, even as longer-term structural headwinds persist. The…

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