In WONDERLAND
What happened to the SPX/DXY correlation which began positvely in late 2016 and lost its rhythm in march this year... could it be excess inflow into stocks and outflows from govt bonds. Here is the take we are at the verge of a tightening cycle globally. Will the rate hikes come 2018 support dxy? If it does will the stock market maintain its trajectory to record highs?
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