Macro Voices cover image

MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

Macro Voices

00:00

The Year End Piece by Eric Zoltan

Longer term, I found Zoltan posers year end piece anticipating serious efforts from both Russia and China to end dollar hegemony. The insights that it contained around what the ramifications of a multipolar geopolitical landscape will be on the dollar longer term were absolutely fascinating. My views on the dollar are somewhat on a bullish tilt, which is I don't see that much more further short term downside on the dollar. There clearly is no sign technically that a new accumulation cycle has begun for crude oil. We continue to see this pattern of lower highs and lower lows with every short term bounce immediately met with new rounds of selling.

Play episode from 01:02:01
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