Dollar Strength Undermines The Consensus

The Big Conversation | Aired: 2021-03-31 This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the cracks that have been appearing across the financial landscape after only a small bounce in the US dollar. Many of these issues will be dismissed as one-off events, unconnected by geography or asset. But they could all stem from cheap and abundant dollar liquidity that is showing increasing signs of sensitivity to a small reversal in the fortunes of the dollar. Turkey and Brazil have recently shown their vulnerabilities and the problems of leverage within a family office all represent risks that are lurking under the bonnet.