EVENTS:   Building Resilient Portfolios in an Age of Disruption - Pavol Povala/Allocation Strategy - 19 Nov 25   NEW SERIES: Best Equity Long Ideas Conference Call 1 - Kevin Cassidy/Rosenblatt Securities & Andrew Freedman/Hedgeye & Jonathan Boyar/Boyar Research & Hamed Khorsand/BWS Financial & Pelham Smithers/Pelham Smithers Associates & Hemant Kotak/Kolytics & Benjamin Silverman/2Xideas - 20 Nov 25   UK Budget - How Did We Get Here, Why is UK Having Another Massive Tax Hike? - Mark Bathgate/Tweeddale Advisors - 21 Nov 25     ROADSHOWS: Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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