Founders: Why The Dollar Must (and Will) Weaken
"The dollar has been supercharged since Donald Trump’s election. But don’t expect this to last indefinitely."
Housekeeping: Good afternoon. There will be a Founders discussion on Sunday at 2 p.m.
Find attached three pieces
Why The Dollar Must Weaken Under Trump
Our explanation on why it will likely happen
Can 'King Dollar' Survive US Fiscal Folly?
BBGs Simon White agrees with our February thesis
Goldman’s Trading desk Why Stocks Dove Today
ZH interpretation