The good, bad and the ugly of a stronger dollar: Morning Brief

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Friday, November 12, 2021

Higher yields, higher dollar

As I promised several days ago, today is the day I dig into the idea of interest rate differentials. The inflation-driven concept is accretive for both the U.S. dollar and stock investors — even if soaring prices are a net negative for just about everyone else.

In summary, prices are surging,…


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