Watching the dollar closely on rate talk, especially with some HKD weirdness

Fed talk about 'higher for longer' is getting tiresome, but it's clearly still driving the boat. We saw a decent bounce in the dollar today, and it feels like the market is still very much in a wait-and-see mode for any definitive pivot signals. I'm keeping an eye on how this strength plays out against some of the more exotic pairs. The $HKD at 1.77, up 4.73% today, is certainly something to watch; feels like an outlier move that might signal some underlying pressure or a chase for yield somewhere.

My watchlist is still heavily weighted towards names that can perform in a higher rate environment, or at least aren't crushed by it. Tech is looking wobbly on these renewed rate concerns, so I'm focusing on more defensive plays or very strong balance sheets. Commodities are still on the radar too, if this dollar strength eventually plateaus. Not really looking at anything like $CRV or $TOP right now, those feel a bit too speculative for the current macro backdrop.