My first Twitter thread: on the recent #dollar rally. Here's what the dollar did in 2017. Red, red, red. Down, down, down. #DXY 
Here is what the #dollar has done so far in #2018. A rally in a past couple of weeks has helped.
What's causing it? @saikysays and I take a look in this piece: reut.rs/2I9J8Fi, which says it could be due to the gap in interest rates (Fed tightening) and extreme bearish bets.
pointed out the bearish positioning in this piece at the start of last week: reut.rs/2KafDRU
and I explored another factor that could be contributing, discussed after the biggest drop in Irish holdings of U.S. Treasuries last week: corporate repatriation. reut.rs/2HE4FCw
Finally, @ING_Economics makes an interesting case for why this rally may be temporary: think.ing.com/reports/usd-cu…
updated their URL. Here's the new one: think.ing.com/reports/usd-cu…. Thanks @AlexFX00
Here is the full thread, unrolled: threadreaderapp.com/thread/9923486…
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