Analyse fra Deutsche Banks valuta analytikere: pull.db-gmresearch.com/cgi-bin/pull/DocPull/2201-1F56/72725008/DB_FXDaily_2014-10-06_0900b8c088cfabfe.pdf
As currency analysts we spend much our working lives thinking about the kind of world environment that might drive long-term USD cycles. Recently as the constructive medium-term USD view has started to materialize, we are increasingly fielding questions from an array of sources on what the world typically looks like in big USD cycles. Last week for example there was increasing concern that a strong USD may truncate a US equity rally, or exacerbate a turn in the credit cycle.
