Skip to content
Jul 01 2021

Dollar Is Driving

  • Jul 1, 2021

In the last couple of years, the direction of the U.S. dollar has been driving stock market leadership.

Investors primarily focus on earnings momentum, interest rates, and potential fiscal- or monetary-policy changes. However, recently, it may be the U.S. dollar that is making one’s portfolio “sing” or “stink,” as shown in Chart 1.


For full access, please enter your credentials.

About The Author

James Paulsen / Chief Investment Strategist