Scott Bessent Affirms The Dollar Is Not Dying
Written by Michael Lebowitz and Lance Roberts | Apr 25, 2025 | Daily Market CommentaryDespite a growing chorus of pundits claiming the “death of the dollar” is imminent, Treasury…
> Read MoreDespite a growing chorus of pundits claiming the “death of the dollar” is imminent, Treasury…
> Read MoreMonday’s Commentary started: On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!”…
> Read MoreSince the start of the year, the S&P 500 is down over 10% and nearly…
> Read MoreEconomic and inflation forecasts have a highly significant impact on treasury bond yields. Therefore, one…
> Read MoreOn Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!” His comment, posted…
> Read MoreRecent consumer sentiment readings have been horrendous. For instance, the University of Michigan’s latest consumer…
> Read MoreThe chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies…
> Read MoreDespite, or actually because of, the recent market turmoil, many large banks and brokers reported…
> Read MoreRecently, we have seen claims that the “collapsing” dollar will cause inflation. While a weaker…
> Read MoreThe S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a…
> Read MoreWhat is up with the bond market? Many rumors are floating around. For instance, some…
> Read MoreFor those of you with bearish nightmares, we share one important takeaway from Monday’s market…
> Read MoreIs a recession coming? That is the billion-dollar question investors now face. One gauge to…
> Read MoreWhile stagflation fears grip the market and make headlines, the bond market appears more concerned…
> Read MoreHeading into April 2nd, investors were under the impression that Trump’s goal was to set…
> Read MoreOver the past few weeks, we have discussed the sharp jump in the trade deficit…
> Read MoreYesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats versus Republicans. In…
> Read MoreStocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are…
> Read MoreIt wasn’t that long ago that used car prices were soaring as the production of…
> Read MoreDespite what some may think, the impact of the new 25% auto tariffs will not…
> Read MoreBen Bernanke popularized the wealth effect theory during the financial crisis in 2008. In his…
> Read MoreGiven the fear as represented in investor surveys and various sentiment gauges a couple of…
> Read MoreThe graph below, courtesy of Jeff Weniger, shows that since 1990, spikes in the University…
> Read MoreThe key to lower inflation may start with the stock market and feed into the…
> Read MoreWithin the headline retail sales figure is a lesser-followed data point called the retail sales…
> Read MoreAs the market widely expected, the FOMC left the Fed Funds rate unchanged. However, the…
> Read MoreThe old saying that the bark is worse than the bite is a good description…
> Read MoreIn our Commentary last week, we noted that Delta shares were down over ten percent…
> Read MoreAs we have mentioned numerous times, consumer sentiment greatly impacts economic activity. Accordingly, the price…
> Read MoreIn hindsight, markets are easy to assess, yet extremely challenging to forecast. For example, as…
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