Santiago capital founder Brent Johnson and Erik discuss the 2020 outlook for the US dollar, equites and Gold.
• Johnson argues that this year, short dollar is a consensus trade and data point to the dollar heading higher in next 2-3 years.
• The dollar should have weakened on 2019 events such as the impeachment of the US president, the trade war, fed pivot to 3 rate cuts. Yet, the dollar stayed flat showing its resilience…
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