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MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

Macro Voices

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What's Your Take on the Dollar Index?

The dollar index broke over 97 on Wednesday, but it didn't last. Opeck knows they're out of spare capacity and don't want to admit it because admitting that basically undermines all of their power to negotiate. I think there's actually a hidden story nobody's paying tention to yet, and that might be because that story is not yet in play. i think we're headed north of a hundred dollars before 20 22 is over, probably above that number, into triple digits by summer time.

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