Progressing Through The Credit Tightening Cycle | Julian Brigden
Inflection Point
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The Reflexive Nature of the US Dollar
Julian Zelizer: The reflexive nature between US economy and especially at the bond market in the US dollar is not something that I'd fully grasped until, until recently. How do you see that sort of playing out over the course of the next couple of years? Do you expect a relatively weaker dollar, relatively weaker US economy or let's say stock market to if we can maybe differentiate between the strength of the economy - which it seems to be definitely in decline or in a down cycle?" "I think certainly as a dollar investor, what we're going to do, I suspect is when we look back in 45 years time," he says.
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