A vueltas con la paridad equilibrio del Dolar

Realmente me gustaria un par de opiniones contrastadas sobre este asunto. Tengo las versiones de los Americanos, pero no lo veo del todo claro, mas me parece la carta delos Reyes Magos.

A correction in short term market moves is likely to see a resumption
of USD weakness and an eventual settling of EUR/USD in a range .

EUR/USD to settle in range with bias towards weaker USD
The market witnessed further corrective moves yesterday, following the sharp spike in short term yields and the USD previously. While the risk rally has shown signs of faltering in recent weeks, the pick-up in economic data relative to expectations that helped to kick off the surge has yet to reverse. As reflected in our G10
Economic Surprise Index, economic indicators are now showing near record propensity to surprise on the upside.
While our ESI has typically corrected following similar rallies, this suggests that investors are not yet sufficiently discounting the ongoing economic recovery and this could prolong the unsettled and range bound trading pattern witnessed as of late. Recent discussion of exit strategies for the Fed had driven rate hike expectations up and prompted a 45bps spike in 2yr yields. While the move corrected somewhat, the yield curve remains steep at a 2.5% spread between 2 and 10 years (Figure 1).
Recent market concern over an eventual rise in inflation is overdone in our view. Inflation expectations have indeed increased sharply as of late but this represents no more than stabilization from the post-Lehman levels. At that time, markets had braced for a Depression-style downturn and inflation expectations troughed in December 2008, together with the trough in yields. Prior to that, expectations had ranged between 2% and 2.5% for years even though monetary policy is now deemed to have been too loose. While these levels may appear too high against the backdrop of a lower potential growth rate and vast excess capacity, they may reflect expectations of greater economic growth rather than disproportionate price growth. Currently 10yr inflation expectations have just matched the pre-Lehman level (Figure 2) and are set to rise further as the economy bases and eventually recovers. Against the backdrop of ongoing concern over the lax fiscal and monetary stance, we believe that the recent bout of USD strength will prove temporary and that EUR/USD is set to enter a range with a bias towards renewed USD weakness.