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LOCKED The Dollar: Triffin’s Dilemma and the Impossible Trinity

24th March 2021 Summary As you know, we believe that when it comes to macro, if you get the direction of the dollar right, then the rest of the puzzle often just falls into place. That’s because, as the reserve currency, its fluctuations dictate everything from inflation/deflation to asset allocation. With that in mind, we […]

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LOCKED MacroCapture: On Our Radar | 12/15 – 12/20

December 20, 2025

This episode of On Our Radar breaks down the key developments shaping the market landscape, highlights where the data supports—or challenges—our core views, and spotlights the charts commanding our attention right now. We also wrap up with some Hotwire insights on price action.

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