India is MASSIVELY Shorting The Dollar (Here’s What You Need To Know)
Вставка
- Опубліковано 10 гру 2024
- India's RBI just recently has gone massively short the US dollar and in the NDF market, too, just to keep the crumbling rupee from sinking even more. This won't work exposing the central bank to losses and also potentially amplifying the downdraft in the currency. A big update on the fundamentals explains.
Eurodollar University's Money & Macro Analysis
WEBINAR DEC 11 w/Jim Rickards
Sign up: event.webinarj...
Black Friday/Cyber Monday Sale at Eurodollar University
www.eurodollar...
Bloomberg India Plows Into NDF Market as It Fights Back Against Dollar
www.bloomberg....
Bloomberg India’s Growth Shocker Puts Pressure on RBI to Cut Rates
www.bloomberg....
Bloomberg India’s Falling Wages Squeeze Urban Middle Class and Economy
www.bloomberg....
Bloomberg RBI Inquiries on Liquidity Spur Speculation of Action Next Week
www.bloomberg....
www.eurodollar...
Twitter: / jeffsnider_edu
Here is the shortcut to become world's largest economy:
1. Print Money
2. Zero interest rates
regeime changes by spending those on ngo and copany boards
What about hyperinflation
Export inflation to India, China by inflating global assets, commodities and subsidise local citizens by providing free credit card writeoffs
Turkey did exactly that and now they are the second country with the biggest interest rate. You pajeeets are hilarious
Hyperinflation didn’t affect the US economy even after blindly printing dollars because US$ has wrested the global reserve currency status from UK after WWII and strengthened that will several measures including establishing the petrodollar, global bases, regime change, sanctions...
Just reading some data points on the Indian economy will not give you any clues about how india works. As for the 'Dollar' concern, India is neutral. Let the dollar face its own fate.
💯
u have no idea what is going on
Exactly👌🎯
Right let Rupee fall and let dollar face it's own fate. After this post 2 Rupee deposited in you account?
you have no clue
How about 125% Debt/GDP ratio of USD Host country ? Your whole analysis is focused on India economy, hiding all the problems with US Economy - add to that demand by Trump camp to cancel FED itself; I think it's a smart move by India against a hollow currency and defunct economy.
This is BS India rupee should be more stronger. They keep dollars when they come in but don’t protect the rupee downside. This guys is ignorant of the Indian currency market!!!!
Let me tell you dear urop, us are Rich due to indian who lives in
@@pavitrpargai9438 Not "due" but incidentally Indian-by-culture people in the USA are the wealthiest per capita.
The news channel says india is better then Beijing
In the short term, ₹ will fall against the $. Medium term and long term, the $ is set to crash.
@@eventhorizon1 only time will tell.
India has around 650billion dollar long position vs 60 billion short 😂
small detail
like not telling people China actually has only 900milions of citizens 😂
Sir it is calculated in dollar ... Via. .....bricks ...its MULTI CURRENCY BASKET ...
already diverted the. . Dollar
The foreign currency reserve is calculated in USD. And only less than 40% is in USD.
@@harsharao3555 true brother 😊
@@AvinashUpadhyay-l5d multicurrency ka haal kya hoga double check abhi when u have yields spike it will be a shocker
Current india GDP numbers are not "bad", given that no other nations in the world is doing better than India. Global wars and the US elections put a hold on foreign direct investment in India. We limited some exports to some countries for political reasons. Countries like Bangladesh, Canada...
A lot of foreign investment in Indian stock market went out on account of profit booking by the foreign institutional investors. Reasons being Trump's election win , his stated manifesto to penalize overseas investment and to promote manufacturing in the US. Sentiment against India for BRICS and Russia-China alignment.
Chill people! India is going through a tough time. They are not the villains.
Not the tough time, but it's toughening time.
You forgot to discuss the most important thing, which is the outflow of foreign investment from India due to rising interest rate in US.
Wdym outflow of fdi. Fdi increased by 45% in apr-sep 24. The outflow was mainly due to the great Indian election
@@bowxfire5275 I think he is a trader just watching the FII selling numbers daily and not the macro data
But feds are decreasing the interest rate . Are you living under a rock ?
@AmitSangwan123 You were probably born only 3 months ago!
@@AmitSangwan123 yes , because the inflation data in us shows it's decreasing but in India it came out 6.2% . RBI can't afford to cut rates before inflation is below 4%
I think the reality is somewhat in the middle as always.
I remember when people were applauding Indian economy just a year ago and i knew it that they are way too happy, now people are way too concerned.
India is a democracy, we are inefficient, we will disappoint both optimists and pessimists. That's how it has been since past 25 years, that's how it's gonna be in next 25 years. Simple.
The first plot is really confusing. The title says US$/rupee, but in the bottom left it says rupee/US$. The numbers on the y-axis decrease as one approaches the top of the screen, but there's a note saying "record low(s)" at the bottom where the numbers are largest.
That chart tells how many rupees one dollar equals. Higher number = lower value.
U need to go to school and learn graphs again. 😂
If there is a global synchronised down turn, then shorting the dollar isn't a good idea.
And I think the USDINR is pricing that in...
Short term they'll get caught in a massive short squeeze and lose a fortune. No sane person would be short the U.S. dollar right now.
India is not looking to replace the dollar (that BRICS is accused of trying). India has a long tradition of non-alighnment. India is neither pro-dollar, nor anti-dollar. It just wants to be its own pole or camp.
A weak dollar can signal an economic downturn, making me to ponder on what are the best possible ways to hedge against inflation, and I've overheard people say inflation is a money-eater thus worried about my savings around $200k
The stock market is a way to hedge against inflation. Most notably amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
in my opinion, the impact of the rise or fall of the U.S. dollar on investments is multi-faceted but learning how to grow your money has never been easier than now that you can explore and experience a truly diverse marketplace passively by using a well-performing portfolio-advisor.
Exactly why i enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/ analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over 400k.
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
Her name is Stacy Lynn Staples can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
Someones phone is vibrating
I heard it too. Lol
It happens every video lol
Instant loss of credibility
irrelevant.
It reminds me of the second half of the 90's. Bank Negara in Malaysia tried to defend the MYR with direct intervention in the FX market. To add a bit of drama FX Traders were reminded that any short MYR position would be "burned" by the direct actions. The scary tactics and interventions lasted for a few months after that the MYR lost 90% of its value within 6 months and triggered a massive crisis in Asia. I wonder if we are on the brink of a similar situation .
This was supposed to be done by George soros
I am from Bangalore, India. Near my home the number of TOLET boards are increasing, both commercial and residential. It feels like it is at the tipping point before a large downturn. Economy is not doing well but there are a lot of optimists who just dont see the reality.
When politics trumps economics, bad things happen
The BRICS project or "Global South Experiment" is now blowing up
Too much pain ahead because these countries shorted the dollar and chose the gold: but now both are working together in tandem
@@ingbor4768 Its not about the BRICS. There is froth in the Indian economy not many are ready to acknowledge. Now is the time for truth.
@@prashanthb6521froth in economy 😂😂😂😂
@@fulldakait1408 current Indian economy is full dakait
@@prashanthb6521 ur game is over not the Indian economy 😭😭😭😂😂😂😂
Dude tell your mom you’ll call her back
The US economy is already in recession. Any rate cut will not ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, when the FED cut rates, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 130k to a decent 532k in the space of a few months... I'm especially grateful to Milton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
He mostly interacts on Telegrams, using the user-name,
@MiltonHarper
I have seen so many recommendations about Milton Harper, his strategy must be good for people to talk about him.
He is the Best signal provider in the market. Knowledgeable, level headed no loss like some other traders who recently jumped on the bandwagon.
Nice info, i appreciate your concern this will help a lot especially to the young investors who have no or lesser knowledge on how the market works.
Jeff "I Can Turn the Most Basic Market Action into Doom & Gloom" Snider. Debunked.
How else is he going to sell Eurodollar university membership?
@e5211 I highly doubt he actually sells any at all.
@@JSniderDebunkedgoldspansubstak at first I thought he knew what he was talking about. Then I realised he's guessing like the rest. Making predictions about the market based on the bond/Eurodollar, like reading tea leaves. Then I was curious at how long he can be wrong for. Now I just feel bad for him. Him and Steven van meter both said rates will come down to zero for a good 4 years now. Yet. Stays high.
@@e5211 It's all part of the ruse...constantly searching for the next mark.
@@e5211 All the homeless people I know have a degree at Eurodollar University!
Sign up today!
There is no shadow lending
Even lending through nbfc is regulated
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
wow this awesome 👏 I'm 47 and have been looking for ways to be successful, please how??
It's Esther A Berg doing, she's changed my life.
I do know Ms. Esther A Berg , I also have even become successful....
@@JohnBush-d7z Boycotting ALL members of the tribe - no matter their national origin.
After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸 also paid for my son's surgery (Oscar). Glory to God.shalom.
Jim Rickards? Another failed financial pseudo-expert
This Jeff is really worse than I thought
Then why keep watching his videos?
lol, do you know more than him?
I used to think Jeff was a brilliant genius, until I did some background and realized he's just another pathetic grifter.
The number 1 short if you were looking to make easy money would be the Yuan followed by the Canadian dollar. Opportunities like shorting the Yuan against the U.S. dollar right now only come along once or twice in a century.
Who or what is taking the other side of this record amount of short ??
sounds like they are
That phone ringing at 1:20 really threw me off lol
I've been shorting the dollar against various developing currencies all of 2024. Up 42% YTD so far.
It is not that the US can't afford stuff as a general rule but there is a movement that is gaining steam that people do not buy what they don't need to join the minimize movements and declutter ones.
It's such a huge event, and no one is talking about this in India!
Poor understanding of mathematics? The growth RATE has slowed. And this happens every year after the nonsoon!
And as for free grains and pulses - for DECADES we have complained about buffer stock rotting in silos. NOW we have found the solution.. give it free to poorer people, starting with the lowest income ones!
NOT ONLY are we now utilising excess grain production instead of allowing it to rot, we are also freeing them from the pressure of earning food, so that they can utilise their small earnings for other things like education and health.
To understand these concepts, start learning about Arthashastra, a wayyyy better method of running the economy, than anything you'll get anywhere else!
Well, I think investors divesting from India might only be due to Profit taking, lets remember indian equities did extremely well this year in the first 2 quarters. Money inflows are towards the US, but I think they will go back in a significant portion to Emergent markets the first quarter of 2025.
Misinformation & smear campaign against India. Who’s payroll are you on?
Jeff is the financial Noah. Calling for a flood while everyone whistled.. I admire his determination
I'm no expert but, didn't Noah try to help people? I don't recall the story of a man exploiting people's fear and misery by selling tickets to board a boat to nowhere.
I already built my ark. Let's go. !!!
Lesson: buy an umbrella before it rains
@@wagashiohagi Noah didn't sell tickets and neither does this guy.
Its okay if you dont understand macro. Stick to your "sick dividend returns" bro lol
1:01 - Oh please, please do not show axes for positive numbers where the greater the value, the lower it appears! Change the chart title if you must, but please no counter-intuitive charts!
Bro relax they didn't even make sonic the hedgehog or anything like Japan did. Just quit yappin
Mr. “Shadow lending” is for China. India is well regulated by RBI. Indians are smarter economists than you/anyone. We are optimists and your stats are flawed and put up in a very negative way. We are shorting, because we want to control the $ rise and unwinding our $ positions vs Euro and Gold AND UPCOMING BRICS$.
The ₹ is fine and the Indian economy will be shining in the years ahead. US will struggle to address inflation and eroding standards of living.
Its a less thought move by the reserve bank. Dollar will come out on top, the RBI is just burning our hard earned taxes
Does RBI get money from our taxes? I don’t think so.
This guy is taking Bloomberg source. Completely false and misleading video
Ultra Bhakts are the best economists , they know India's fiscal policies inside out. 😂
Thank you for a comprehensive report.
@@peacock69mcp Go read the article he referenced in the video and you will realize "comprehensive" is an inaccurate conclusion.
@wagashiohagi ok. You mean he has biased and wrong data?
@@peacock69mcp Biased and cherry picked.
@wagashiohagi that's very bad if these UA-camrs are spreading propaganda instead of truth.
@@peacock69mcp he is not doing any very well 😊 data is very wrong 😊
The Dollar vs INR will be ok… as the RBI is holding USD 600 billion plus of reserves and using it to slowly weakening the rupee. Currently it is 7% higher that the basket of currencies against the USD. The FIIs selling make for a short term pressure as the Valuations of Indian Stock market is at a premium to other Emerging Markets in terms of PE ratios and Q1 FY 25 profits. Buy now or miss the Bus!
If India can’t stop the rupee’s decline, what’s next for emerging markets? It’s getting real out here... 🤯
Crisis ahead...... dollar gonna loose value after that reset rupees will be appreciated
india is winning in every direction…. truly has become unstoppable
let us talk after 10 years!!!😊😊
Ankit Shah ji already explain 😊
If you look at gas (petrol) and diesel prices, they do indeed want more price stability. It gives govt businesses much more predictability which is a huge benefit that is not registered in numbers directly
Great content, as always! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Let's see what backs the US Dollar: Apple, NVidia, Microsoft, Amazon, Google, Tesla, Walmart, JP Morgan, Visa, ... etc ... Yeah, shorting a currency with that much backing is just plain stupid.
Wait until the market deflates and everyone is chasing the dollar…
please explain
@@gezenews When markets fall many sell their assets in order to receive dollars. Foreign markets also swap their currency for dollars for the safety it provides. When everyone is swapping assets for dollars the demand for dollars rises - as demand rises the dollar’s value rises. If one is ‘short’ the dollar in such an event one will be decimated.
@@abvincent12 doesnt that also mean US is f*(****
@@abvincent12you are talking about what has been the financial direction over the past 70 years. But we saw just this week where US treasure notes could not find buyers until speculators entered the market once higher returns were offered. The sale still came up short with local US banks left to buy up 20% not the average 10% of unsold notes.
In the coming financial crisis countries look more likely to go to gold not the US dollar which is now considered a risky currency.
The video is very interesting! Something I don't understand: I have USDT in my OKX wallet and I have the recovery phrase. pride pole obtain together second when future mask review nature potato bulb: How should I convert them into Bitcoin?
The dollar has no idea whats coming....RBI, BOJ, PBC, Saudis, Emirates, getting the machine ready for August 2025...and then, BOOOM 💥💥
Keep dreaming
Things you can do with the 2000 bucks besides fund a failed investor turned silly face clickbait UA-cam grifter's losses:
Pick up 100 shares of ET and collect an 8% dividend.
Short TLT with both hands.
Buy a month or two worth of groceries.
Road trip.
Buy a dartboard and throw darts at ticker symbols.
Start a UA-cam channel with actual useful, positive information to help people succeed in the market.
Bicycles for the family.
Pursue your fishing hobby.
Donate food to your fellow struggling human.
Pick up some seeds and start a garden.
Short TLT with both hands.
Since I first posted this comment, during Jeff's last "sale of uselessness", ET is +25%, Short TLT is +6%, the pantry is still stocked with food, the bicycles have you healthier, and Jeff is, yet again, grifting his nonsense "deep dive analysis" to the naive, offering zero chance of return on investment for his subscriptions.
When you're a failed investor turned UA-cam grifter, constantly on the wrong side of the trade, you need to get other people to fund your losses. Don't be the mark, be in the mark-et!
I know it is time to go long tlt when retail is short lol.
@@wagashiohagi retail is short tlt time to go long. Imagine buying ET and shorting tlt. Literally no plan at all lol.
Damn, it's too bad that you didn't read my comments from a few months back. Not only could you have saved two grand, but you'd be harvesting profits. Don't worry lil buddy, you'll get the next one!
@@wagashiohagi your comments from months back to short tlt and miss out on the stock run? lol Chinese logic. Tlt is down 3% and spy is up 8%. 166% underperforming the market.
What about the US printing dollars unregulated??
They are insane. All indications point to the Dollar continuing to get stronger. This is causing deflation and that is exactly what the middle class and the poor voted for. The United States is in a recession and it will enter a Severe recession next year. Almost all businesses are laying off or shutting down completely. This is already happening and deflation is the result. I love this because I live on a very small fixed income, besides there is no better time to make money than in a depressed economy.
No not yet first we get hyperinflation or stagflation (pick one) and then we get a decade long deflationary depression. The dollar will look strong compaired to other currencies but will actually be losing purchasing power (inflation) ... this is what I think happens. WE are going to melt up right into a depression.
Mate Indian Rupee is backed by Gold 👋😀
lol
Web3 Infinity is unstoppable; it will explode at the last possible second! 🔥🔥
1:18 tell me more about India’s shadow banking lending problem 🧐
You're no Margot Robie in a bubble bath but I enjoyed the video and I learned something
At 1:14 it sounds like a phone vibrating. How many 10s of thousands of viewers start looking for their phones? 😂
Thanks Jeff 😎
Got phone call from a nice man in Delhi who says I've won £100 million. All he needs is my bank details. 😃
It must be true ... Do it lol
Well what are they?
We are waiting.
Me too 😂 I don't even remember playing for it
And then he in video thinks RBI is acting foolish😅😅😅😅
Yeah he is Delhi in Pakistan funded by CIA
amateurs or panicking banks. they need to leave it stable and give the people more confidence.
Dedollarisation on its peaks 😂😂😂😂😂😂😂😂😂😂😂
Makes sense. The dollar is way overvalued. Can't stay this way forever, but I wouldn't buy puts because the timing is unclear.
Amazingly accurate portrayal. India has become an extremely impoverished country. The net national per capita income is less than a hundred dollars monthly according to the minister's reply in Parliament. 95% are low income or poor.
here is the problem with our economy, and trump will just make it worse: ua-cam.com/video/VUxeRLXaCIk/v-deo.html
This is correct, as Indian population was largely dependent on Agriculture, previously it was heavy taxes by the invaders and later on it was the trading based price suppression of commodity. Around 2.33 billion people are striving however food is still under priced.
Yet you all are jacking off to a slow down in Indian economy.
WHAT ?
India's per capita income is 203 USD per month, while per capita GDP (Annual) is 2600 USD
what do you guys smoke
@thebestevertherewas the minister of statistics and programme implementation said in Parliament last year that the annual per capita net national income was 98,374 rupees, which translates to less than $100 per month. 800 million Indians, 60% of the population receive 5kg food grains per month.
2nd qtr is historically slow
Added to this years elections effect on govt spending
Gst collections for october has already revovered
Most of inflation is food price rise related to extreme monsoon affecting supply of food
excess liquidity in the market may correlate to your profitability. I'd like to see it
If India is shorting the USD it is because it anticipates a substantial outflow of the USD into other currencies in the coming months.
They're purposely trying to lose as much money in the shortest period of time that they can. Anyone who wants to make easy money right now would be short the Yuan against the U.S. dollar.
India needs economic reforms and a change in attitude. People I know that wanted to invest heavily in that country gave up because they were treated as criminals by the local authorities. Just to get a visa for traveling into that country is so complicated that they would have to employ several people here in Norway just to fill out the visa forms. You cannot use banks to transfer money in a secure way. Hence you will have to use such an antiquarian system as Pay Pal which is expensive and slow compared to what Scandinavians are used to. Transferring money here is actually free and using some systems the money arrive the very second you send them. In the end when they told the local authorities that they decided not to invest they were met with total indifference despite it would have created several hundred well paid jobs.
wait a min then u have zero idea of current indian affairs fintech is our strong point now lol india rank 1 in online transaction thing even crypto is kinda legal here now even indian rupee launched in 2020 as digital ruppe by RBI wtf u are talking no one below 40 mostly even carry cash in hand mostly UPI mobile payment system! pAYPAL ia joke u will be shocked how many payments methods avalible now lol ! and one more bonus india and nordic contries signed recently FTA if u have littel idea how trade work !u will know what FTA !
Lmao, bruh you have half knowledge.
Yeah it needs some economic reforms which I also support.
But fyi, Forex trading is banned in Indian markets. Also, any foreign funds inside any country is scrutinized first.
Learn about it first.
E your country will be doing this. Don't know when India does, how you claimed you guys were treated as criminals.
In India, there are many NGOs funded by your western countries who illegally fund to create chaos in the country. And do many illegal activities.
It's for India's safety not yours.
India is an emerging market, so to save foreign investors money, that is necessary to keep the currency stable.
Coming to investment purpose, ever heard of George Soros??
Do search, how he ruined many countries currency.
Yeah, needs some easy process. But after all it's all about security bruhh.
@@Aj-eb7ej I di not say that foreign money should not scrutinised. My intention was to point out what you would have to compete against when the company has the choice between staying in Norway or investing in India. And yes we do look into where money come from. But it's done much faster and with much better results in terms of security. When I said treated as criminals that had nothing to do with transferring money but how local authorities treated them after their arrival.
Frankly I don't agree with you . Getting visa to India is easy .
Yes if you are Pakistani or from the terrorist countries, getting visa is difficult.
There are thousands of Europeans and Americans overstaying in India 😢
@@krigry32 stay in Norway - but tell me, how much are they going to sell in Norway? We have cities in India that have more people than entire Norway! The market is HERE. And that is why your companies want to "invest" here - because they can earn more here! NOT doing philanthropy!
SO, instead of cribbing about things being difficult here, put some effort and find a way to deal with the system.
We in India are dealing RIGHT NOW, with A FEW HUNDRED FOREIGN NGOs, caught red handed, funding terrrist and separatist activities. You WONT find us faulting the authorities for extra vigilance.!
Please install some kind of ad-blocker in your web browser. Thank you.
Janet did resign, so in theory if China or Japan sell any more bonds before the end of the year--someone else is going to have to buy them.
Dollar at 106 today, projection 105 for end of year. Not a great short.
The dollar is high because Janet takes US dollars out of the US without lowering the US dollar. She buys the US bonds puts many US dollars in foreign hands but without changing currency readings. She is money laudering.
So if someone else wants to buy China's bonds, they have to find US dollars thru the system, not as Janet does.
The dollar is breaking out? 70 billion in short squeeze? The charts suggest 154 dollar, so I guess the short gets covered at that level?
If they shorted the dollar. They have lost a huge amount of money
Nah this is just recovery of INR, the rupee lost value in a decade faster than Lira. Hence its just a recovery
I'm not really adept on currency side of things, but the growth slump isn't really due to "shadow lending" or currency volatility. The big infrastructure spending is clearly driving in various new investments. Post the elections in June this year, the government has intentionally cut back on spending to reduce the fiscal deficit and the overall debt. This coupled with an already over-valued stock market, led to a gradual drop of 10-15% in about 3 months now. The sluggish growth quarters of the companies have contributed to investor selling, especially the FIIs. Most of them have left to China after selling substantially more than what they bought in 2020. Still the market has remained resilient with the market already recovering to 10% behind its all-time high.
The day dollar will blow, you won't be able to save it... remember your own economists are calling US sitting on a "Debt time-bomb". and try to report something on that, meanwhile India will continue to grow
US Fed raising interest rates, forces everyone else to raise interest rates, and that causes a forced slowdown in their economies. All thanks to dollar hegemony.
What are the Russians,Saudis doing in tandem? Or they all shorting via the Rupee?
😂 thanks mate. Wait for next quarter. You may have to eat your words.
Good news, everyone!
Did you hear the incoming phone call at 1:15? It kept vibrating for quite awhile.
I think we can all still expect another rally in the markets. Second half of January is most likely gonna be a decline.
FX and leverage is the get rich quick fail scheme
In conclusion ..... Stick with the winner and avoid the looser if your not in India .
You have no idea how central banks or big invest vehicles play this market...
Since india also has large amounts of exports, reducing the currency will attract investment which equals productivity and in turn creates more trading capacity.
It suits all companys in America owned by Indians,..
Or anyone else who knows how to play the market unlike the average speculative person, in this game money makes money. While everyone else is trying to reach the second step...
You only less if your economy is mismanaged..
oh yeah so this week buy DXY and short EUR/USD, thx jeff i do the opposite of your videos and it keeps me coming back.....
Interesting how they talk about india with just a quarter while they've been going long on US and Europe for more than 4 years of lows! "No recession " they said. For india-its over after a quarter! A bit sus!
1:11 If you're using your phone to record you may want to put it on Do Not Disturb, lol. Otherwise good video, as always.
The tax know as GST. GST impliemtation was never proper for small scale industries thus destroying loacl employment.
Let's see. The Rupee has dropped from 40 to a dollar in 2008 to 84.5 to the dollar now. The government confiscated cash once. You are saying the little weakness now is because of a looming recession? What was it for the last 16 years?
Oh price of RICE didn't double😂. Dollar used to buy 3 kgs rice b4 now it's just 1 kg. Dollar gone to poop 😂😂😂
@@prabhakar0076 true
I'm not sure its wise to bet against the Dollar!
I've gained about 72% return on my dollar shorts so far this year. You just have to guess WHO and WHEN.
Dollar is trending up on a Quarter and Monthly chart. This is bad for the stock market.
Yes just dump all Dollars and Sanction usa
Dollar has no real inherent value.
Jeff understands macro ie. currency fluctuations as paired trades most experts focus on micro... stocks n bonds me thinks
WTF. why would they short the dollar, they will go bankrupt
No.... dedollarisation ahead....dollar gonna loose value that why not only India brics nations selling dollar......
@@prashalijadhav7156 just watch the gold crash then you will understand.
Yeah thanks for the info, maybe a BRICS inside move. Tidy up on your stop losses and go long and strong USD, the greatest fiat currency the world has ever seen. Don't forget the US is the economic superpower chicken littles and has been undervalued for way, way too long.
lol NO, Trump is desperately threatening BRICS about abandoning $USD... The $USD is finished, countries are going back to bartering in their own goods to trade... or via gold. Stealing sovereign funds was a bad move by the Empire !!
Btw november 24 gst collection will also surpass last years
Also rbi was buying dollars aggressively this month
How does this square up
True , here property prices( indicator of inflation/black money) are so much sky rocketed like doubled tripled in year leads to people got stuck in huge loans that not able / dare to buy anything else and existing guys who wont bought property now wont want spend because it expensive......according to inflation no hike, increase in wages and peoples stuck in dead lock ....... Programmer thinking waste of effort we put in Software Development that no values for there profession after years, now all non techie making vast money due to high inflation leads to swashed moral of new Techi or existing Techie generation and inspiration/values of techie is at lowest in last 3 decades.............
I think, the USD will continue to rise versus other countries. Indian government can't do much and shorting the USD is bad idea. Indian banking is very closed and even that is not helping the government, I think they will become more draconian against its own people as usual.
No you are wrong 😅 listen ankit shah first than give any answer here 😊
@ who is Ankit Shah?
Your analysis is full of shit not over-all view
More likely something to do with brics, why would you want to short a reserve currency.
Shadow lending in an EM🤣😂that really ends well 😂🤣
Dollar is hollow right now, that's why China is challenging US.