“Of course, lower energy prices would help solve a lot of these problems, and that is the biggest risk in the other direction,” the note said.
“But, barring that, we think investors should continue to position for a more persistent Dollar cycle.”
“Of course, lower energy prices would help solve a lot of these problems, and that is the biggest risk in the other direction,” the note said.
“But, barring that, we think investors should continue to position for a more persistent Dollar cycle.”