To The Moon – The Rainmaker

Featuring Alejandro Reyes

The Rainmaker is back with a new perspective on the events of October 15th. He reviews the fall in oil and the implications for low inflation, shale drillers, and global growth, as well as touching on the implications of a strengthening dollar on global investment flows.

Published on
19 November, 2014
Topic
US Economy, US Dollar
Duration
9 minutes
Asset class
Bonds/Rates/Credit, Currencies, Commodities
Rating
5

Comments

  • CS

    Carl S.

    1 12 2014 01:21

    1       0

    I don't understand his line "the day the dollar stops rising is the day they start QE4". Isn't one of the ideas behind QE to weaken the currency so why would they only restart QE then ?

  • GC

    Gary C.

    24 11 2014 22:44

    0       0

    Those struggling to understand the Oct 15 treasury mkt drama (like me) some clarity by Jeff Snider at realclearmarkets.com , Oct 21 "Treasury Mkt Crash.."

  • JH

    John H.

    24 11 2014 06:12

    2       0

    at 4:13 he mis-spoke, he said "the pop prevention team is stopping the price of treasury bonds from falling thru the floor." he means yields. they're trying to stop prices from exploding UP in price.

  • LH

    Larry H.

    23 11 2014 01:12

    1       0

    Clear , thought provoking, helpful. Look forward to next time.

    Larry

  • WH

    William H.

    21 11 2014 12:22

    2       0

    Pleased that you will be providing updates in the weeks and months ahead. These will be momentous times in the financial world

  • BM

    Barry M.

    21 11 2014 01:07

    1       0

    Very enjoyable & well presented, I will look forward to the next one

  • LP

    Lynn P.

    20 11 2014 22:46

    1       0

    Concur with the other comments. I will be following this guy.

  • JC

    Joel C.

    20 11 2014 08:27

    0       0

    on the third point of DXY and gold.. really? .. http://www.zerohedge.com/news/2013-07-08/about-supposed-correlation-us-dollar-and-gold

  • sp

    shashwat p.

    20 11 2014 06:59

    2       0

    And so the charade will continue till FED blows through its own credibility after which we get a gap down in US assets... good luck with all the vol

  • JF

    Jennifer F.

    20 11 2014 05:47

    0       0

    He speaks slowly and explains things brilliantly. Very easy to follow. So glass you found Alejandro.

  • SL

    Steven L.

    20 11 2014 03:58

    3       0

    I'm trying to understand this content better. If the Fed sold the treasuries to meet the trillion dollar demand, wouldn't their balance sheet reflect this?

  • PW

    Phil W.

    19 11 2014 19:03

    0       0

    Very nice, it looks like we have our very first series......Looking forward to the next

  • CC

    Christopher C.

    19 11 2014 16:41

    5       0

    RealVisionTV keeps surprising me.. To the upside! Great work fellas! Keep it up.

  • DN

    David N.

    19 11 2014 16:00

    14       0

    Alejandro, your critical thinking around macro events and how to play them as a retail investor are simply brilliant. The Rainmaker is a shining example as to why the content on RVT is so incredible.

  • SB

    Simon B.

    19 11 2014 15:52

    3       0

    This should prove to be an interesting series