Contrarian

Sep 25, 2026 · bullish

(https://www.marketwatch.com/story/we-were-wrong-why-morgan-stanley-changed-its-tune-on-the-u-s-dollar-and-what-it-expects-now-7826fb96?mod=mw_rss_topstories) they were "wrong" on the dollar—higher yields and Fed rate expectations are now bullish for the buck instead of bearish. The consensus three months ago was: tight Fed = weaker dollar = EM relief trade.

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