📌 Want to learn why we need a weaker dollar?
Go to @RealVision and watch macro legends like @RaoulGMI @BittelJulien @AndreasSteno & @Jamie1Coutts discuss this in detail all the time.
My favorites?
1) Raoul Pal & Julien Bittel's latest update... See more
Paul Guerrax.com📌 Want to learn why we need a weaker dollar? Go to @RealVision and watch macro legends like @RaoulGMI @BittelJulien @AndreasSteno & @Jamie1Coutts discuss this in detail all the time. My favorites? 1) Raoul Pal & Julien Bittel's latest update https://t.co/is3sdx4ToD 2) An
The goal?
A weaker dollar to unlock a global liquidity boom.
Weaker dollar =
• Cheaper debt
• Higher risk appetite
• Surging EMs
• Rising crypto
• Exploding asset prices
It’s the start of a reflexive loop.
It’s a controlled global reset.
A weaker dollar to unlock a global liquidity boom.
Weaker dollar =
• Cheaper debt
• Higher risk appetite
• Surging EMs
• Rising crypto
• Exploding asset prices
It’s the start of a reflexive loop.
It’s a controlled global reset.
Paul Guerra • Tweet
The strength or weakness of the U.S. dollar is very important for global growth, including S&P 500 earnings growth. A stronger dollar generally impedes growth, while a weaker dollar boosts it.
Lyn Alden • The Global Dollar Short Squeeze
Miran’s thesis:
The dollar is too strong — and it’s killing American competitiveness.
Why?
• Global demand for short-term U.S. debt
• Reserve currency distortion
• Weaponized dollar system
• Hollowed-out industry
Solution? Reset the game.
The dollar is too strong — and it’s killing American competitiveness.
Why?
• Global demand for short-term U.S. debt
• Reserve currency distortion
• Weaponized dollar system
• Hollowed-out industry
Solution? Reset the game.
Paul Guerra • Tweet
When commodities are strong, the US Dollar is weak as producer economies outperform the US. Due to this, they set interest rates higher, and strongly attract capital away from the US.
Peter Farac • A New Commodity Bull Market Must Come With a Weak US Dollar
The Power of the Dollar
It can lift markets or destroy entire countries.
Here's why the dollar still rules the world... and how it could all break.
It can lift markets or destroy entire countries.
Here's why the dollar still rules the world... and how it could all break.