Debt Ceiling Debate, Homebuilders & The AI Race
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The Dollar Weakness Is Not as Much of a Buoy for Multinational Corporations
The weakness in the dollar was not as much of a buoy for multinational corporations, right? As we would have expected. If the Fed comes out and says they're pausing in June and we still have a market pricing and cuts later in the year, I think the dollar probably weakens even further. You see the 200-day moving average all the way down there at 170 or so. So that'll be a really interesting level.
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