All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.
Link: http://bit.ly/2mU4aPG
RVTV Encore: Dr. Brett Steenbarger
Willem Middelkoop: The Big Reset, China's Role in SDR, Gold, Alternatives to Democracy, and More
Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More
RVTV Encore: Kyle Bass
Robin Griffiths: Cyclical and Technical Frameworks, Central Bank Impotence, DM/EM Outlooks, Gold, and More
Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More
RVTV Encore: Michael Lewitt
Simon Hunt: Chinese Political War, IMF Special Drawing Rights, Russia-China Alliance, 2020 Global Market Crash
Michael Lebowitz: Death of the Virtuous Economic Cycle
RVTV Encore: Roy Sebag & Josh Crumb
Alex Gurevich: Dominant USD, Historical Fed Tightening Cycles, Cheap Treasuries, China Debt Unwind, and More
Raoul Pal: USD, TSYs, Biz Cycle, Gold, EU Exit Contagion & More!
RVTV Encore: Michael Schneider
Jeffrey Christian: Precious Metals, Macro Drivers, and More
Art Berman: Labor Day Weekend Oil Special
RVTV Encore: Willem Middelkoop
Dr. Gary Shilling: Long the Long-Bond, Short Oil, Skeptical of U.S. Stocks
Jeffrey Snider: All Signs Point to Global Systemic Reset
RVTV Encore: Paul Brodsky
Paul Brodsky: Treasury yields, Deflation, and the need for a Financial System Reset
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