GLOBAL CAPITAL REALLOCATION will be a central theme in the foreign exchange markets for many quarters to come, at times eclipsing the fundamentals driving relative economic growth. That means a lower dollar, and big changes for some other currencies.
For some time, fundamental analysts have been writing about long-term themes such as capital flows and current account imbalances that would eventually move the big three currencies a great deal when markets finally noticed them. They have now.
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