With the ten-year Treasury yield hovering near four percent and the dollar index holding above one hundred two, we explore why the traditional bond market signals are failing to predict currency moves. Lucas and Luna dissect the decoupling of US rates from global capital flows, using recent data on emerging market equities like Brazil’s EWZ and India’s retail inflation as case studies for where smart money is actually hiding.
#FexingoBusiness #BusinessPodcast #ForeignExchange #CurrencyMarkets #YieldCurve #TenYearTreasury #USDollarIndex #EmergingMarkets #InterestRates #FedPolicy #GlobalEconomics #InvestmentStrategy #CapitalFlows #InflationData #BondMarket #MonetaryPolicy #FXTrading #EconomicAnalysis
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