dollar strength is the overlooked driver of medium-term allocation

Markets rarely move for a single reason.

For operators, process beats prediction when the tape is noisy.

Put beside current chatter on “Who Sells Shares When a Stock Leaves a Market Index?,” the incentive problem looks clearer.

Clarity beats speed for teams that have to ship through uncertainty.

Meanwhile, US session flows can either confirm the move or expose it as temporary.

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