Dollar Strength Undermines The Consensus | The Big Conversation | Refinitiv

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Published 2021-03-31
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the cracks that have been appearing across the financial landscape after only a small bounce in the US dollar. Many of these issues will be dismissed as one-off events, unconnected by geography or asset. But they could all stem from cheap and abundant dollar liquidity that is showing increasing signs of sensitivity to a small reversal in the fortunes of the dollar. Turkey and Brazil have recently shown their vulnerabilities and the problems of leverage within a family office all represent risks that are lurking under the bonnet.


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All Comments (21)
  • @geckobrewer
    Can't believe these videos are free. Thank you, much much appreciated!
  • @doritoflake9375
    Crazy how I can understand every word without taking in a single thing
  • @seantrotter5721
    I respect this channel for providing real information, told no where else, and in excellent videos like this. Y’all could have EASILY thrown a BTC pitch in there... but DIDN’T. I find that classy. Touche’
  • @GeorgeN678
    Great Video! maybe next time add some data regarding Black Market dollar price as it's been seen in Turkey, Syria, and Lebanon. I believe this will add more insight regarding the level of demand for the dollar in these EM also could explain more how the 10y trk that shows the proponent for a liquidity crisis and how intense such a crisis might be.
  • @dpie4859
    Sir, did we just hit an iceberg? No, don’t worry. Go back to your party and enjoy our free champagne.
  • @DrUltr0n
    So which asset is going to survive the correction
  • @Clubrat
    Yes here comes king dollar^^ Everyone is focusing on supply and completely ignore the massive demand for the dollar.
  • @dannyliang6730
    Big time thanks Roger now tell us how you really see it.
  • @majmunOR
    Hey, where's the guy who used to sit in the back on the white chair?
  • @djssquibbs3295
    Why did the people in Turkey not get the stimulus checks yet?
  • @KL-nj9oe
    Dollar milkshake is coming. Chocolate please.
  • @esquire9445
    This guy needs to check his awesome English accent privilege. ;)