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Commentary argues investors have crowded into a reflation trade that shorted the U.S. dollar and bought commodities and emerging markets, pushing the dollar index down about 12.5% from its March 2017 peak. The columnist warns that herd-driven positioning can be risky.
The piece is general investment commentary.
Crowded short-dollar positioning in commodities could reverse sharply, a risk for commodity prices that feed buyers should monitor.
financialpost.comMartin PelletierJan 29, 2018Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
