Markets, the Dollar, and the “War on Terrorism”

Investors should expect continued weakness in the dollar over the coming months and year, by 8-12% against most major currencies. Dollar weakness this year already has exerted a bearish influence on U.S. stocks and will continue to do so with a lag. If, as we expect, the greenback weakens further, the bearish influence will persist … Continue reading Markets, the Dollar, and the “War on Terrorism”