Real Vision: Finance & Investing cover image

Is the U.S. Skidding Toward Recession?

Real Vision: Finance & Investing

00:00

The Dollar Rally in the Second Half of the Year

The problem with trying to price the dollar rally in today is you still have China re accelerating or accelerating from an economic standpoint. So there's a lot of risk capital flow that is heading in those directions. Eventually that will wear out in our opinion because again, we've done a tremendous amount of work on this. She's very clear China's not stimulating enough to sustain a positive growth impulse well into 2023.

Play episode from 23:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app