After the pop now what?

Featuring Julian Brigden

Julian Brigden of Macro Intelligence 2 Partners explores the market trends driven by the waxing and waning of the U.S. dollar, discussing whether the current price action would suggest a top or merely a pause in the dollar’s rally and the broader ramifications for investors and policy makers.

Published on
23 March, 2016
Topic
US Economy, US Dollar, Macro
Duration
26 minutes
Asset class
Currencies, Equities, Commodities
Rating
21

Comments

  • MS

    Matt S.

    9 2 2017 18:53

    0       0

    Wish I understood 2% of that

  • ds

    d s.

    2 1 2017 04:14

    0       0

    Razor sharp!

  • PG

    Petter G.

    20 9 2016 20:13

    1       0

    Great stuff indeed. Thanks RV!

    Would be great if there was a Q&A and/or discussion feature for each video rather than just a comment section. I bet a lot of members want to discuss the contents in more detail.

  • NH

    Neil H.

    8 9 2016 18:50

    0       0

    well illustrated. bring him back for his year end view

  • HJ

    Harry J.

    29 7 2016 04:38

    1       0

    What happens to gold if he is right?

  • mw

    mathias w.

    2 6 2016 13:18

    0       0

    excellent stuff

  • CN

    Chasen N.

    3 5 2016 04:43

    3       1

    Absolutely nailed it

  • JQ

    JACK Q.

    7 4 2016 03:35

    0       0

    Same question as staurt came to mind, if inflation comes back, why does dollar continue higher?

  • SL

    Stuart L.

    4 4 2016 00:03

    2       0

    why will the US $ resume its upward trend if/when inflation reaccelerates his summer?

  • SL

    Stuart L.

    4 4 2016 00:01

    0       0

    Back in 1987 when the Fed eased, the acceleration in CPI may have been helped by the baby boomers and low debt. Now I am not so sure the same factors will support inflation.

  • CL

    Chris L.

    3 4 2016 15:13

    5       0

    By far my favorite presenter on RV.

  • RS

    Ryan S.

    3 4 2016 04:37

    0       0

    So inflation is coming and central banks will start raising rates?

  • CT

    Chase T.

    2 4 2016 18:47

    1       0

    NIRP is deflationary so if we get the pop in inflation Julian sees and it forces CBs to abandon NIRP, that will perhaps exacerbate the new inflation and cause it to go higher. Would be interesting.

  • TZ

    Tom Z.

    2 4 2016 07:13

    0       0

    @rob For a screenshot of the charts press print on your keyboard and then paste it in Paint or PS

  • MC

    M C.

    31 3 2016 15:36

    4       0

    Julien is excellent. But Is this opposite to Raoul's view that collapse of oil is not an infaltionary event?

  • RB

    Roy B.

    30 3 2016 21:57

    1       0

    Clarifies what the official Narratives really mean -- or don't. How does one freeze-frame to get a longer look at the chart? Any way to print 'em???

  • CH

    Colin H.

    30 3 2016 10:05

    2       0

    Christ this is clever stuff.

  • DR

    Daniel R.

    27 3 2016 16:35

    6       1

    Interesting, but this discounts debt and debt deflation which is still hanging over us. There were no lines on the charts showing non government credit. Once that gets cleared out, then inflation.

  • RG

    Roshan G.

    26 3 2016 19:58

    6       0

    Julian is always a treat to watch! Should get him on RV more often!

  • rs

    richard s.

    26 3 2016 16:39

    5       0

    Many think one of the best on RV, must agree! They understand important underlying factors that move markets. Really critical, needs to be on more.

  • CH

    Calvin H.

    26 3 2016 04:36

    2       0

    Very interesting and a lot to understand, Had to listen to it twice! Can't I thumb up twice?!Question: Are not the CBs 'myopically' focused on increasing inflation to manage the trillions of debt?

  • FC

    Forest C.

    25 3 2016 22:39

    1       0

    My take away from the presentation is that rate hikes is necessary to slow down the expected inflation before the summer. Not sure how this support Gold unless the hikes are not strong enough...

  • BL

    Barclay L.

    25 3 2016 14:33

    1       0

    Simply excellent thinking!

  • MS

    Mark S.

    25 3 2016 14:22

    4       0

    This dovetails with Peter Brandt's charts and gives a plausible scenario where both the dollar and gold move higher together. Almost every video on RV could be called a "Think Piece".

  • NT

    Norman T.

    25 3 2016 12:52

    10       0

    best presenter on RV by miles

  • NS

    Niek S.

    25 3 2016 09:59

    6       0

    Awesome! What a terrific content, one of the best videos of RV so Far!

  • SD

    Shyam D.

    25 3 2016 07:14

    0       0

    *commods

  • SD

    Shyam D.

    25 3 2016 07:13

    1       0

    Yen, Euro and GBP to strengthen; commons will collapse as china devals. Gold and other commods going no where as there is no global demand. Hard to explain. But GBP, Yen vs NZD, SGD longs are good.

  • JH

    John H.

    25 3 2016 04:28

    2       0

    Don't think inflation assets will rip for years; more of a trade against all the wrong footed deflationary positioning; stagflation; still think like a trader; enjoy watching CB's chasing their tails

  • SF

    Steven F.

    25 3 2016 01:17

    6       0

    i'm not sure i follow the narrative here. inflation is going to 'explode' coinciding with massive dollar strength, when we import ~80% of durable goods, and 50 oil is the driving force of this?

  • RA

    Ricardo A.

    24 3 2016 10:54

    19       0

    Best of 2016 so far. Julian is the one that gave me more food for thought. Worth watching it twice to fully absorb the content. Well done RV

  • TJ

    Terry J.

    24 3 2016 10:06

    6       0

    Another excellent video with so much food for thought from Julian. To have heard the views of Julian, Paul Brodsky and Martin Armstrong in the last week is simply invaluable.

  • OD

    Orin D.

    24 3 2016 08:03

    7       0

    Very good presentation. I'm not ocvinced i agree but i respect his well contructed argument

  • GS

    Gregory S.

    24 3 2016 07:53

    6       0

    The WTI vs US Net Energy Imports chart was on point. Thank you for sharing!

  • GW

    Gavin W.

    24 3 2016 06:48

    11       0

    This call on reemergence of inflation could lead to one of the greatest trades if correct. In any case julian's videos are must watchs

  • CD

    Charles D.

    24 3 2016 04:10

    16       0

    This presentation is a stagflation warning....rising rates into a weak economic environment... along with surging inflation...ugh...but have to agree...will be interesting to see how gold reacts.

  • MK

    Mark K.

    24 3 2016 02:20

    5       0

    Inflation is dead, long live inflation! Very insightful presentation.

  • JS

    John S.

    23 3 2016 21:18

    13       1

    Brilliant presentation - love the way this guy thinking and presents his ideas.

  • DM

    Dom M.

    23 3 2016 20:15

    2       2

    rising inflation these assets do well;
    1-commodities
    2-precious metals gold silver
    3-mining equities
    4-energy equities

  • TY

    Tyler Y.

    23 3 2016 18:45

    7       0

    An Excellent Macro Mind!

  • db

    don b.

    23 3 2016 18:34

    18       1

    I probably enjoy Julian as much as any interview on Real Vision. Great insights and a real joy to listen to.

  • TM

    Taylor M.

    23 3 2016 17:26

    9       2

    Finally someone talking about inflation. No doubt its on its way, this is the new contrarian view.

  • GT

    Graham T.

    23 3 2016 17:19

    1       0

    Bugger, long UK 2 1/2 2065 UP 10 p + carry. but BREXIT looming . Lacy Hunt agrees that inflation up now but will ease later so stay long Long bond. mmmmm, any thoughts?

  • GW

    Graham W.

    23 3 2016 16:39

    11       0

    Excellent clarity of communication, charts included and a style that is personal and yet no nonsense. Maybe one can teach an old dog (me) new tricks.
    Please, sir, I want some more.

  • BV

    Bryan V.

    23 3 2016 16:21

    4       0

    With regards to oil's pricing being a result of just the dollar. There are significant causes affecting both supply and the demand. No meaningful inflation until velocity turns up.

  • WR

    Wayne R.

    23 3 2016 14:25

    62       1

    Julian's presentations and investment ideas are clear, well thought out and persuasive. The supporting charts are excellent. He is the best at communicating his view.

  • BB

    Brian B.

    23 3 2016 14:22

    32       1

    Julian is by far one of my favorite Real Vision guest. This presentation demonstrates that markets, not central banks, dictate trends. Therefore the Accord agreement conspiracy is simply bollocks!

  • PS

    Patrick S.

    23 3 2016 14:03

    32       0

    Logical presentation that takes an alternative view to many other interviewees. The arguments made are compelling. I look forward to further updates.