MI2 TD Chart Point: Ramifications of a Dollar Top
Last week, we endured another version of Groundhog Day in the stock market. This week, the spotlight has shifted unmistakably to the US Dollar Index (DXY).
February 18, 2025
Last week, we endured another version of Groundhog Day in the stock market. This week, the spotlight has shifted unmistakably to the US Dollar Index (DXY).
MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.
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