History shows we are likely less than half-way inside a secular bull market for the US dollar

History shows we are likely less than half-way inside a secular bull market for the US dollar. Already, oil and most other industrial commodities prices have underperformed expectations this year. This appears to be in line with the historical evidence that commodity prices, on average, tend to weaken when USD goes through such a secular bull market. Contrary to market perception, a stronger USD is good news for US equities and for the US economy, and thus, by extension, for equities and corporate profits elsewhere. My Weekly Insights this week digs deeper into the subject: (VIEW LINK)


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