Capital and a regular contributor and active member of our Hidden Forces genius community. The purpose of this conversation and why I convene the panel is to help advance our understanding of the dynamics of dollar strength, something that has befuddled many analysts and which runs counter to common perceptions of how currency and sovereign debt crises unfold. It turned into a very lively discussion about a topic that has become increasingly relevant in recent months, as the US dollar has appreciated dramatically against the basket of international currencies from the pound sterling and the euro to the Japanese yen and the Chinese yuan. Because of the dollar's outsized role as a global funding currency, dollar strength often translates into foreign weakness, not just for other currencies, but also for their respective economies and asset markets. The consequences of a further strengthening dollar, how long it can continue and possible end game scenarios for economies and governments (2/92)
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