Published on: December 8th, 2020 • Duration: 52 minutes
John Floyd, head of macro strategies at Record Currency Management, joins Real Vision's Jack Farley to discuss how reflation will affect currencies, where rates are headed, as well as ever-increasing levels of debt. Floyd and Farley walk through why reflation would provide a boost to an array of emerging market currencies such as the Turkish Lira, South African Rand, Indian Rupee, and Brazilian Real, and Floyd shares why he's ambivalent on the dollar alone but bullish on the dollar-yen. He also explains where he sees interest rates are headed, how he's positioning himself in light of that, and whether increasing global debt levels will have tangible effects on growth and productivity as the economy struggles to recover. To read more on Floyd's research, go here: https://www.realvision.com/issues/december-2020-fx-outlook
