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Neil Dutta on Economic Research

Masters in Business

00:00

Is the Dollar Declining?

I mean, so the long, the lags are not long and variable and they're short and predictable. And you're seeing that already, right? I mean, as an example, we just talked about how interest rates have been moderating. What have we also seen? We've seen mortgage purchase applications pick up. We've seen home building stocks do better. It's instantaneous. So, and it's the same thing, I think you can make that argument with the dollar, right?"

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