Brent Johnson: The U.S Dollar Wrecking Ball

By Herman James / June 17, 2022 / marketsanity.com / Article Link

Blockworks Macro, Released on 6/17/22

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Johnson of Santiago Capital for a discussion on the U.S Dollar. Known for his popular Dollar Milkshake Theory, Brent shares his thoughts on the recent pain a rallying U.S Dollar is inflicting on the global economy. As emerging markets scramble for dollars to pay dollar denominated debt, financial conditions tighten, markets sell off and recession looms the dollar black hole begins sucking in capital. Just how will this end for balance sheets globally? To find out, you'll have to tune in!

00:00 Introduction00:41 The Dollar Milkshake05:57 U.S Dollar Denominated Debt14:00 Rising Dollar, Gold, Equities & Rates18:50 The Dollar Black Hole

Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/.

Brent Johnson: The U.S Dollar Wrecking Ball added by Herman James on 06/16/2022View all posts by Herman James ?+'

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