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What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Forward Guidance
The Dollar Wrecking Ball Is Hiding in Plain Sight
Michael Kofman: Can we infer that economic growth kind of stalled out last year? He says when oil prices were very high, that was very negative for the consumer sentiment and consumer spending. In October, Bloomberg's recession calculator said it was a 99% chance we'd have a recession; by all accounts, we've not had one. But you know what? If you look at the dollar and what it's done in Asia, especially against the yen and the Yuan, it is very much a wrecking ball," he says.
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