Exodus from US Assets? Expert talk

Published: Fri, 03/16/18

March 16, 2018 View in browser

Here is an extremely insightful video on the effects and inter correlations of currency markets and equities. Deep insight. Must watch.

www.realvision.com

Michael Howell, managing director of liquidity specialists CrossBorder Capital, maps out the massive capital flows escaping Europe and China that have driven US assets to extreme over valuation in recent years. A reversal of this vast tide of liquidity was behind last year’s weakness in the U.S. dollar and U.S. bonds. Michael expects that the US dollar has further to fall.