Paul Mylchrest

Paul Mylchrest

Articles by Paul Mylchrest

Dollar Illiquidity Getting Critical: A $10 Trillion Short Which The Fed Does Not Understand

Dollar Index vs G7 Inflation

In the latest report from ADM ISI’s strategy team, “Dollar Liquidity Threat is Getting Critical and Fed is M.I.A.”, Paul Mylchreest argues that mainstream economic luminaries (like Carmen Reinhart) are finally acknowledging the evolving crisis due to the dollar shortage outside the US, a topic which even the head researcher at the BIS shone a spotlight on yesterday suggesting that the strength of the dollar, not the VIX is the new “fear indicator”.

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