The dollar rally is accelerating. Why is the dollar so strong? Where is it headed? Is a strong dollar a blessing or will it spell troubles for the world? Why haven’t the aggressive interest rates hikes by the Federal Reserve slow the US economy? Why haven’t high interest rates pop the stock market bubble and high mortgage rates bring down home prices? Is the monetary policy transmission mechanism broken? Is the breakdown of the relationship between bonds yields and the stock market here to stay? Investors have decided that the Magnificent 7 are still the stocks to buy now. What could prove them wrong? David Woo, a former top-ranked Wall Street global macro strategist, tells it as it is. You may not agree with everything he says but he will make you reassess everything you thought you knew.
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Valuations replaced profits and incomes. Bubble of bubbles.
The dollar is strong because the U.S. is strangling Europe with the Ukraine conflict. Selling gas, oil and weapons.
Sir,
you are such a gem and you are providing your wisdom for free, thank you !
Magnificant 7= monolopies with $trillions to buy off the corrupt politicians
Another good one, thanks
296 bln USD capital outflow from Russia was only in 2022. Of course they buy us assets incl us debt through EU infrastructure.
David, I hope you are staying safe!!!! All my best to you and your family!!!
Foreign stock buyers… wow! Maybe they are running away from China.
Nice analysis. Thanks
A goldmine of a channel
Great Presentation as usual. George Gammon also just made a presentation about the rising dollar, the mechanism and the problems. Once started, it has some characteristics of a self-amplifying process.
Not sure about the claim, that the Magnificent 7 bubble bust would stop the raise of the dollar, because a stock-market selloff with the side effect of margin calls also could trigger a blow off top.
I'm glad I found your channel, it is very instructive and challenging. Thank, David.
Actually inventory is increasing at a rapid rate. Homebuileders are building houses at a phenomenal rate. The problem is that no one can afford them And the builders can't afford to build them for less for many reasons. And builders are NOT advertising them. In a since, the inventory is being kept off the market place. Just as in many famines, there is no famine, it is simply a distribution problem. Silos may be stockpiled with grains, but for some reason or another, the inventory is not being distributed to the market place. I would look for a distribution shortage, not a housing shortage. Well, I guess when you really look at it, there is really a total lack of affordable housing inventory. But there is a massive amount of inventory in the nosebleed section. And I think a lot of this inventory is NOT being advertised to the public.
David, please do an episode on the latest situation in Israel!