The Liberation Day Tariff Dollar Puzzle: Equity Rotation, Not Flight from Treasuries
The dollar depreciated after U.S. tariff announcements not from treasury flight but from equity rotation from domestic to foreign stocks, revealed by fund flow analysis.
Featured in No. 139 on 13 Nov 2026 · on release day
- Released
- 13 Nov 2026
- First featured
- No. 139 · 13 Nov 2026
- Published in
- Not yet, as far as Semantic Scholar knows
- Fanfare
- 3 of 5
- Identifier
- SSRN 7684058
- Authors
- Rashad Ahmed et al.
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