Slack: C0A0ZC2NS48/ts:1774373618.8079

Author: Jesse Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

us-dollar-fx-structural-bear

💬 [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