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RE: Dollar retesting lows – we are entering the quickening
I don't think there is any doubt that the 10 year is going to break 3%. And, I think it will certainly cause the dollar to sink further but I think it will still be orderly (for now). What higher interest rates do is have a lagging effect on borrowing and will slow the real estate and auto market. This is pretty significant but you're not going to see the devastating effects for a while. I think 2nd and 3rd quarters a lot of damages will become realized.
It will probably be orderly until it's not, meaning that some event is bound to occur which will throw order out of the window. 2nd or 3rd Q is probably about right though barring some event.