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Eric Peters: "This Is How You'll Know The Cycle Is About To Turn"

• https://www.zerohedge.com, by Tyler Durden

Yesterday, we showed that according to Macquarie strategist Viktor Shvets, the biggest danger facing investors in the next 12 months is a sudden, explosive move higher in the dollar, as a result of a quiet shrinkage in global dollar supply and an inability of the US to materially widen its current account deficit, which could precipitate a violent dollar short squeeze, which in turn would result in a sharp, deflationary hit on global asset prices.

24 hours later, we share a somewhat different perspective, this time from One River CIO Eric Peters, whose rationale for why an explosion in dollar vol is imminent we presented earlier; Peters - like Shvets - believes that the dollar is the definitive inflection point catalyst, or perhaps indicator, however unlike Shvets, Peters is more concerned with the dollar losing value over the medium-term as foreign pull capital out of the US - the catalyst for the next downcycle -  rather than a surge in the USD higher as dollar shorts are hit with a barrage of margin calls.

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