📌 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
📌 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
This dollar downtrend has been a bit different than other recent ones, because normally a strong dollar puts pressure on asset prices while a weak dollar helps support them, and this weak dollar period (which is relative; it’s still strong on a longer-term chart and on a purchasing power parity basis) has occurred alongside a sell-off in U.S. equit
... See morelynalden.com • Equity Rotations, Cash-Secured Puts, and Gold Dislocations - Lyn Alden
Other than the US, the largest global exporters in order of size are China (currency: yuan), the EU (currency: euro), the United Kingdom (currency: pound), and Japan (currency: yen). The dollar must decline against all these currencies to encourage a company on the margin to relocate production inside America.
Arthur Hayes • Trump Truth
The Yuan is intentionally weakened to encourage growth. This will usually come with other growth measures that involve credit expansion, fixed asset investment and thus commodity consumption. The US Dollar, as a free-floating currency, doesn’t have the luxury of being managed against a broader national goal.
Interestingly, it’s the lack of an open c
... See morePeter Farac • A New Commodity Bull Market Must Come With a Weak US Dollar
Why does the U.S. always run a trade deficit? | Hacker News
news.ycombinator.comThe invasion of Ukraine by Russian forces in February 2022 has abruptly ended a prolonged (and rare) period of peace in Europe.
This period of peace has made us forget about the realities of our need of resources for modern society. Tech, and all the evangelism associated with it, does not solve the need for base commodities. In fact, it drives it.
T
... See more