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Recalibrating Our Forecasts As Stock Market Roars
Among our main concerns about Trump's Tariff Turmoil was that the drop in stock prices would have a…
Dollar
18 posts
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A Seinfeld Kinda Day: Nothing Really Happened
Not much happened today in either the stock market or the bond market. Dull days are good for a change.…
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Is The Dollar As Weak As They Say?
The US Dollar Index (DXY) is down 8.8% since the start of this year (chart). That has sparked lots…
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Dollar Still Dominant Despite Recent Weakness
The DXY Dollar Index has fallen 3.0% since it peaked on January 13. Weaker-than-expected consumer spending and sentiment as…
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MARKET CALL: Momentum Is Hard To Stop
The bond and stock markets were closed today for MLK Day. When they reopen tomorrow, we will all be able…
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A Bunch Of Cool & Colorful Charts
I. US FINANCIAL MARKETS
The bull/bear ratios have dropped sharply over the past couple of weeks (chart). From a…
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Is It Too Late To Panic?
Since the December 5 QuickTakes titled "Contrarian Indicators Showing Too Many Bulls," we've been warning that…
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Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
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Risk & Reward In Emerging Markets
The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
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Reports of Dollar's Demise Are Greatly Exaggerated
The strength of the US dollar has been a key feature of the post-pandemic bull market. Approaching Jackson Hole, the…
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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
