Co-head of global fixed-income portfolio management at Goldman Sachs Asset Management Mike Swell spoke with Bloomberg
He likes the US dollar:
- "The biggest pain trade, no question, has been the dollar"
- " ... look at the fundamentals ... step back from geopolitical risk, political risk in the U.S., weaker inflation over the course of the last few months"
- "The dollar is very, very attractive right now."
There is more from Swell at the Bloomberg piece, here