EVENTS:   Why a Global Upswing Is Brewing - The Parallels with the Noughties - Chris Watling/Longview Economics - 01 Jul 25   Best Equity Short Ideas Conference Call 11 - Thomas Chanos/Badger Consultants & Julian Hull/Dragoneye Research & Tom Beevers/Forensic Alpha & Makay Redd/Oxford DataPlan & John Zolidis/Quo Vadis Capital & Scott Mushkin/R5 Capital - 02 Jul 25   The EM Rebound: Reality, Risk, and Regional Opportunities - Jon Anderson/Emerging Advisors Group - 03 Jul 25     ROADSHOWS: U.S. Financials Regs under the Trump Administration  - Ian Katz /Capital Alpha Partners   •   London   01 - 04 Jul 25       L/S Industrials and Materials Ideas - Jay Van Sciver /Hedgeye   •   London   09 - 11 Jul 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