Kaoboy Musings

Kaoboy Musings

Re: Oil/Inflation/USD - From USD Wrecking Ball to USD Pickleball?

The USD has weakened recently mostly on Trump's surge in the polls. I see three paths the USD Wrecking can be downgraded to the USD Pickleball, but only one path that's likely to end in the Kitchen.

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Michael Kao
Jul 20, 2024
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The USD has weakened recently, both on weaker economic data but mostly on Trump's surge in the polls, given his stated preference for a Weaker USD. I see three paths the USD Wrecking can be downgraded to the USD Pickleball, but only one path that's likely to end in the Kitchen.

This post addresses the potential reversal of multiple Economic and Geopoliti…

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