Can Europe Withstand The Adjustment? (w/ MIke Howell) | Expert View | Real Vision™

980 views · Published 23 March 2018 · 1:56 · Indexed 19 October 2026

Channel: Real Vision Presents · 2018 · News & Politics

Watch on YouTube

Michael Howell, managing director of liquidity specialists CrossBorder Capital, has mapped the massive capital flows escaping Europe and China that have driven U.S. assets to extreme over valuation in recent years. A reversal of this vast tide of liquidity was behind last year’s weakness in the U.S. dollar and U.S. bonds. This reversal is still in its infancy. Michael expects that the U.S. dollar has further to fall and 10-year bond yields could hit 4%, with severe implications for markets around the globe.

Watch more Real Vision™ videos: http://po.st/RealVisionVideos
Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe
Start a 14-day free trial: https://rvtv.io/2qor1Bc

About Expert View: 
The Expert  View covers discussions on the topics that really matter, right now. Expert guests answer a series of questions on thematic topics that investors most want to know about, offering informative, actionable, and relevant market insight. It’s like being in the same room as an expert investor and being able to ask all the questions you really want answers to.

About Real Vision™:
Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance.  On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

Connect with Real Vision™ Online:
Linkedin: https://rvtv.io/2xbskqx 
Twitter: https://rvtv.io/2p5PrhJ

Can Europe Withstand The Adjustment? (w/ MIke Howell) | Expert View | Real Vision™
https://www.youtube.com/c/RealVisionTelevision

More from this channel