Weekly MOTR Report (WMR): “Myth Buster: Dollar vs Stocks.”

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. . .

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