Powell Reasserts “Tighter for Longer”
Real Vision: Finance & Investing
00:00
Is February a Month to Be Long the World?
February isn't a month that I really want to be long much and I'm looking more towards the spring as a place to be getting long the world. When you're if this is a bear market rally, like I think it will be in the dollar, maybe 106 to 110 depends on the retrace. A weaker dollar is going to inflate values and commodities. You're going to have less concern about a strong dollar affecting earnings of multinationals. So the weak dollar is the key for a melt up with the bulls that are looking for new highs in the stock market. It'll need like a 90 Dixie to get there.
Play episode from 28:02
Transcript
