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This is how, re lower DXY and control rates. The actual...

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    This is how, re lower DXY and control rates. The actual mechanism can be explained by the smarter folks we follow on macro.

    "The setup suggests the Fed could get the USD down in a hurry if need be by cutting rates more than expected, into the re-accelerating inflation…but to our earlier point, that would likely need to be accompanied by some form of de facto Yield Curve Control (YCC) to contain 10y UST yields that are already at problematic levels and which would likely spike sharply higher were the Fed to get more dovish into reaccelerating inflation."

    Boolish!
    MHAGA!
 
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