The strong dollar and tight liquidity in the emerging world are the greatest concerns for world markets. Latest newsletter: via @bopinion
The strong dollar and tight liquidity in the emerging world are the greatest concerns for world markets, @johnauthers writes
Foreign Investors, Holdings of US Stocks 2019: $8.0T 2018: $7.1T 2017: $6.4T 2016: $5.3T 2015: $5.7T 2014: $5.0T 2013: $4.4T 2012: $3.4T *Not including sovereign wealth funds or central banks. Strong dollar punishing emerging market, global equities - driving capital to USA.
Rest of world underperformance will close gap because dollar remains strong @tomkeene
As usual, the Fed did NOTHING! It is incredible that they can “speak” without knowing or asking what I am doing, which will be announced shortly. We have a very strong dollar and a very weak Fed. I will work “brilliantly” with both, and the U.S. will do great...
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