Otavio (Tavi) Costa
@TaviCosta
ยท
19h
Another key piece of the macro puzzle is now on the table:
A decisive breakdown in the US dollar.
The world remains heavily overweight U.S. assets and is not positioned for a sustained dollar downtrend.

Otavio (Tavi) Costa
@TaviCosta
ยท
19h
Another key piece of the macro puzzle is now on the table:
A decisive breakdown in the US dollar.
The world remains heavily overweight U.S. assets and is not positioned for a sustained dollar downtrend.

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