Sophia Drossos Cycle Quotations

The Australian dollar is relatively more sensitive to the global growth cycle -- not just commodities, but leverage to trade with Asia, especially China.

The dollar is gradually moving out of its sweet spot. Once the Fed's tightening cycle is over, dollar bears are going to focus on the current-account deficit again.

Market investors appear to be looking ahead to the end of the Fed tightening cycle and its implications for the dollar.