DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)

Jul 24, 2022 2 min read
DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)

As we observed yesterday, the geopolitical mess around the world continues to favor the US dollar, suggesting increasing net capital inflows from overseas into the US financial markets. That helps to explain the recent peaking of the bond yield, which should provide some support to the valuation multiples of stocks.

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