Blockworks Macro, Released on 9/20/23

On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocket then “heaven help the world.”

00:00 Introduction
00:43 Where Is The Dollar Headed?
11:59 Federal Reserve and Treasury Bond Prices
21:19 Blockworks Research Ad
22:07 Japan & China
38:00 Chapter: Inflation and Interest Rates
44:20 Chapter: Brent’s Views on Recession Risk

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

  brent johnson, investing, us dollar