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2016-02-05

Lars Christensen: If I would take a bet on this I would certainly be positioning myself for a US recession in 2016

I might be overstating the risk for a US recession and it might be slightly premature to call the recession, but if I would take a bet on this I would certainly be positioning myself for a US recession in 2016.

In terms of the US dollar I am actually a bit split. I think it is quite clear that the dollar is overvalued in real terms against most currencies in the world. However, that does not mean that the dollar should weaken right now.

Lars Christensen, The Market Monetarist, February 2016






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