That’s the view of Mike Swell, co-head of global fixed-income portfolio management at Goldman Sachs Asset Management.
“The biggest pain trade, no question, has been the dollar,” Swell said in an interview on Bloomberg TV. “You really have to look at the fundamentals and step back from geopolitical risk, political risk in the U.S., weaker inflation over the course of the last few months, and really look at what’s going on from the economic perspective” in the U.S., he added. “The dollar is very, very attractive right now.”
Tendremos ese retroceso del Euro? Yo lo espero con ganas para mover dolares a euros! 1.13 es mi objetivo.