"When the dollar is stronger, things break in other parts of the world."

Apr 25, 2022
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"When the dollar is stronger, things break in other parts of the world." - Alicia Levine

"I think we need to start thinking about what happens to the real economy as a result of the Fed actions and marching forward quickly, and what happens to financial assets. ... and I think it's quite plausible that things could break in the financial asset market globally. Think about what has happened to the Yen, the Yuan, the Euro and the Pound in the last 3 months. A very strong dollar does not bode well for the rest of the world. For multinationals and earnings.

"I think we're seeing the beginning of the dislocation from the Fed's policy."

(She doesn't see a recession in the US in the next year, but said that doesn't mean the economy's going to take it all that well.)
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<div><b>"When the dollar is stronger, things break in other parts of the world." - Alicia Levine</b></div><div><br></div><div>"I think we need to start thinking about what happens to the real economy as a result of the Fed actions and marching forward quickly, and what happens to financial assets. ... and I think it's quite plausible that things could break in the financial asset market globally. Think about what has happened to the Yen, the Yuan, the Euro and the Pound in the last 3 months. A very strong dollar does not bode well for the rest of the world. For multinationals and earnings. <br></div><div><br></div><div>"I think we're seeing the beginning of the dislocation from the Fed's policy."</div><div><br></div><div>(She doesn't see a recession in the US in the next year, but said that doesn't mean the economy's going to take it all that well.)<br></div>
"When the dollar is stronger, things break in other parts of the world." - Alicia Levine

"I think we need to start thinking about what happens to the real economy as a result of the Fed actions and marching forward quickly, and what happens to financial assets. ... and I think it's quite plausible that things could break in the financial asset market globally. Think about what has happened to the Yen, the Yuan, the Euro and the Pound in the last 3 months. A very strong dollar does not bode well for the rest of the world. For multinationals and earnings.

"I think we're seeing the beginning of the dislocation from the Fed's policy."

(She doesn't see a recession in the US in the next year, but said that doesn't mean the economy's going to take it all that well.)

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