Inner Loop Intelligence
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Slack: C0A0ZC2NS48/ts:1774373618.8079
Author: Jesse
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
us-dollar-fx-structural-bear
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[E2029]
Currency relates to balance of trade which is being disrupted by fluctuating energy/commodity prices. Expects commodity exporters like AUD/CAD to do well. Not sure how UK balance of trade compares.
commentary · 2026-04-07