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Chief Emerging/China Strategist at BCA Research: Even if the Fed cuts interest rates, the dollar may still strengthen
Arthur Budaghyan, chief emerging/China strategist at BCA Research, believes that global trade will continue to contract for most of the year. And while the Red Sea situation may continue to escalate, its impact on inflation will be short-lived. In terms of the Fed’s interest rate cut and the dollar’s trend, Budagian said that he believes the dollar will continue to strengthen in the next two months, and even if the Fed chooses to cut interest rates, it will not affect this momentum