U.S. Dollar Intervention 'Not That Radical Anymore,' Says de Longis

The transcript discusses the potential for euro-dollar parity, driven by current growth dynamics and interest rate differentials. It highlights the main driver of the dollar rally as the lack of capital outflows from the US. The global economic landscape has shifted from synchronized to desynchronized growth, with Europe lagging. Metals are seen as indicators of economic conditions, reflecting tighter financial conditions and weakening risk sentiment. The discussion also covers currency strategies, political risks, and the possibility of US intervention in the dollar market.

What changes have occurred in the global business cycle as mentioned in the text?

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What are the potential risks associated with the euro yen at this stage?

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