http://ift.tt/1YfmJFi
"The strong U.S. dollar has been a major pain point for U.S.-based companies for the last year or so, and now fund managers say they think the most vulnerable trade is the long dollar trade this month, along with related positions. As someone smart noted but we forgot how many of these hot trades are really the same as long USD is similar to short commodities, short EM. So the trade is perhaps even more crowded than the chart below indicates."
"The strong U.S. dollar has been a major pain point for U.S.-based companies for the last year or so, and now fund managers say they think the most vulnerable trade is the long dollar trade this month, along with related positions. As someone smart noted but we forgot how many of these hot trades are really the same as long USD is similar to short commodities, short EM. So the trade is perhaps even more crowded than the chart below indicates."
[text] Fund Managers See Long Dollar As Riskiest Position: BAML
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