Look at the USD to see when things change.

Thursday, November 22, 2018 Francisco Carneiro 0 Comments

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Get Out Now: SocGen Releases The Most Bearish 2019 Forecast Yet

"We see further downside potential to global equity indices for the next 12 months. The spectre of a US recession in early/mid-2020 would impact equity markets in 2H19."




My view is different from Soc Gen when the USD starts going down again and it will (TRUMP has 1 trn deficits in the cards ) all risk assets in the world would start to go up. Look at the chart below when the Dollar Index was falling stocks go crazy when USd starts recovering stocks go no where and EM stocks go down big.

Look at the USD to see when things change.