EVENTS:   The Case for an 8.5% T-Note Yield - Murray Gunn/Elliott Wave International - 02 Jun 26   Best TMT Equity Ideas Conference Call - Andrew Beale/Arete Research & Craig Huber/Huber Research Partners & Martin Jacobs/JNK Research & KC Rajkumar/Lynx Equity Strategies & Steve Thompson/Sales Pulse Research & Kevin Cassidy/Rosenblatt Securities - 03 Jun 26   Fault Lines: China, Iran and the Future of U.S.-China Competition - Alice Han/Greenmantle - 04 Jun 26     ROADSHOWS: High Performance Computing & FinTech Coverage and Ideas - Chris Brendler /Rosenblatt Securities   •   London   03 - 04 Jun 26       L/S Industrials, Materials, Energy & Utilities Ideas - Jay Van Sciver & Fernando Valle /Hedgeye   •   London   09 - 11 Jun 26       Global Conflicts - Implications for Defense Contractors - Byron Callan /Capital Alpha Partners   •   London   09 - 12 Jun 26      

Global Macro - The Dollar Recession

Andrew Hunt Economics

Wed 14 Aug 2019 - 12:30

Topics

Discontinuities in economics are relatively rare events, but over the last 12 months we have witnessed four such events as the 2017 dollar-funded global credit boom has come to an abrupt end".

Global GDP growth is already zero in dollar terms and Andrew looks to what will happen next