The White House and the Dollar
Morgan Stanley·2024-08-13 08:59
Mol Augus Global Macro Strategy | North America The White House and the Dollar Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration may attempt to offset USD strength, but in the near term, we expect USD and the likelihood of a Republican White House to be positively correlated. We expect the US dollar to gain if the Republican Party is increasingly seen as likely to win the US presidency. While former President Trump has spoken against doll ...