The US dollar, risk sentiment, and high-beta currencies

Even if the current rout in the US stock market worsened and caused the Fed to reassess how much additional monetary tightening is necessary, we suspect the US dollar would stay strong amid heightened “safe-haven” demand. Markets Drop-In (11th May, 10:00 EDT/15:00 BST): We’re discussing our Q2 Outlook reports and what they say about the potential performance of bonds, equities and FX rates as inflation peaks in a special 20-minute briefing on Wednesday. Register now.

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