Robindex/Research/Two more cuts and a regime change
Macro · Dec 2, 1969

Two more cuts and a regime change

What a softer DXY does to the next halving cycle, charted four ways.

This letter is currently being prepared by the Robin Research Desk. The full text will appear here once it clears editorial review.

In the meantime: the thesis is summarised above, and related letters can be found on the research index.

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