Highlights
- Most are bearish the USD (deficits, debts, tariffs, fiat currency, etc.), but are just as sure that if it remains strong anyway, it would be bearish for stocks.
- Our work has been very bullish on the dollar for some time, but we have refused to spin that bearishly for stocks.
- While we get the intuition for why a strong dollar might hurt stocks, the data just doesn't support that view.
- This "myth buster" report digs into the why of it all. . .