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EssentialThe Expert View

The Exodus from U.S. Assets

Featuring Michael Howell

Mar 14, 2018 • 28 minutes

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Essential

The Expert View

The Exodus from U.S. Assets

Michael Howell has mapped the massive capital flows escaping Europe and China that have driven U.S. assets to extreme over valuation in recent years.

Featuring Michael Howell

Mar 14, 2018 • 28 minutes

Michael Howell, managing director of liquidity specialists CrossBorder Capital, has mapped the massive capital flows escaping Europe and China that have driven U.S. assets to extreme over valuation in recent years. A reversal of this vast tide of liquidity was behind last year's weakness in the U.S. dollar and U.S. bonds. This reversal is still in its infancy. Michael expects that the U.S. dollar has further to fall and 10-year bond yields could hit 4%, with severe implications for markets around the globe. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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