EVENTS:   Japanese Equity Long/Short Ideas with Regional Experts - Tim Morse/Asymmetric Advisors & Amir Anvarzadeh/Asymmetric Advisors - 08 Sep 26   Why Global Liquidity Matters for Investors — and Where We Are in the Cycle? - Michael Howell/GL Indexes - 09 Sep 26     ROADSHOWS: Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   07 - 07 Sep 26       US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 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