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The Dollar
I zoomed in today to show the recent bounce in the Dollar.
The Scoreboard
Poland looked sporty YTD 20% ago - what a beast. Exactly nobody had Austria crushing 2025. Which guru called for a 30%+ first half from Chile? You get the idea.
Interesting Data
Japan - EWJ 0.00%↑
Not great…
Australia - EWA 0.00%↑
Not a great looking trend here.
India - INDA 0.00%↑
Another nice inflation print for India.
China - FXI 0.00%↑
Credit and money supply remain stuck in China.
Interesting News
China - FXI 0.00%↑ & LatAm - ILF 0.00%↑
Good read from the FT on Xi courting LatAm rather directly right after the US backed down on trade. This after a lot of folks have asserted that the US is rather serious about Monroe 2.0 - so what next?
More on this from Nikkei
Argentina - ARGT 0.00%↑
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