2019 Market: Watch The Dollar (w/ Raoul Pal & Julian Brigden) | Macro Insiders | Real Vision™

2019 Market: Watch The Dollar (w/ Raoul Pal & Julian Brigden) | Macro Insiders | Real Vision™


There’s two things on my radar screen.
I think it’s going to be a relatively short
one this month because there’s a little less
information out there to put across that’s
new.
But the two things for me is, obviously, the
bond market’s relentlessly going in one direction
now, which every time I’ve looked at it in
the past, if this is the case and the economic
slowdown is going to be more pervasive– and
we’re seeing that in some of the Fed indicators–
then they should continue to rally, particularly
the short end of the market.
So it should go fine.
And then I’m getting more and more interested
in really going for it in the long dollar
trade again.
I think the Aussie dollar was the one that
always led the way.
Yeah.
The US dollar versus the Aussie, the Aussie
dollar has just gone to new lows today.
The sterling looks bad.
The euro looks like it’s turning over.
Everything looks like it’s turning over.
So, for me, what I am getting more interested
in is the dollar.
I’m thinking, if there is a big surprise for
2019, I think the big surprise might be that
the dollar goes much higher much faster.

10 thoughts on “2019 Market: Watch The Dollar (w/ Raoul Pal & Julian Brigden) | Macro Insiders | Real Vision™”

  1. Leading indicators show continuing of the slow down. So i guess the move here you can see currently is for me pure technical.

  2. On HEDGEYE they say the best days for dollar is behind. Will be interesting to see what will happen. I am just guessing but I wouldn't say down. We will see.

  3. I personally am expecting a test on the up weekly DXY trend which goes from 2011 and it is around 91 – 92. If it doesn't break I will go Long at those positions for 105 DXY, but short term it should test it. Since we have a dovish FED and with that government shutdown problem although it doesn't affect the economy as much . Here is a chart I made : https://www.tradingview.com/x/2moGgs9B/

Leave a Reply

Your email address will not be published. Required fields are marked *