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Transcript
Chapters
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Overview of the Dollar
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Dollar Squeezes and Sovereign Funding Comparisons
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The Fed's Swap Lines
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The Eurodollar System
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What Happens If The Fed Doesn't Provide Liquidity
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Dollar as the Global Reserve Currency - Why Is It In Such High Demand?
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A Multipolar World: The Political Side of the Dollar
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Interplay Between Trade Balances and the U.S. Treasury Market
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Is There a Glut of Treasury Issuance?
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Macro Outlook
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The Dollar Milkshake Revisited
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How Various Asset Classes Will Perform In Different Dollar Scenarios
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Summing Up