Felix is turning very bearish on the dollar for next year (2026-2027) on a secular basis, but not this year (2025), because capital flow dynamics and SWF behavior have shifted structurally.
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Felix ZulaufEvidence Quote
“I'm also turning very bearish on the dollar for next year. Not not this year. I think we have some time left, but next year and on a secular basis.”
Created: 8/12/2026, 6:25:56 PM
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