Dollar
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Den burde stige, selvom en del af stigningen nok er indregnet af markederne. Samtidig burde aktierne falde.
Men USA har ikke brug for yderligere stigninger i dollaren lige nu, tværtimod. Omvendt mister FED troværdighed, hvis de bliver ved med at tale om en rentestigning, uden at hæve renten.
Det mest sandsynlige efter min mening er enten ingen rentestigning, eller en meget lille stigning.
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