We Are In The Middle of A Perfect Dollar Storm
Divergent Monetary Policy– Fed: Tightening– Int'l: Easing– EM: Scrambling for $ funding Triffins Dilemma– Trump: MAGA via Tarrifs & Trade War– Powell: Not our job to bail out EM Divergent Political Policies– in US– in EU– in China It is the perfect #Dollar storm… pic.twitter.com/QBGy3nxWPP — Santiago Capital (@SantiagoAuFund) August 16, 2018 The Anatomy of … Read more