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CryptoJack· 2025-09-18 07:00
Lower rates → weaker dollar → stronger #Bitcoin 🌍💥 Macro works in favor of crypto right now. ...
Mueller-Glissmann: China tech offers cheap, disruptive alternatives to US tech
CNBC Television· 2025-09-03 11:39
All right. So, big ruling here that really boosts the stocks of Alphabet and Apple, two members of that MAG 7, but you're saying more broadly, not only just the MAG 7, but US assets, it may be time to lower your exposure in a portfolio. Why is that right now. Why do you feel that way right now.>> Yeah, I mean, it's it's a good point. I think this whole concept of US asset dominance has been around for some time and we've been talking about that since the beginning of the year. We know roughly half of the eq ...
Weaker Dollar Tailwind Not Baked Into Earnings: HSBC’s Kettner
Bloomberg Television· 2025-07-03 12:38
What's being priced in. I mean, essentially, any time we get clarity, people say, oh, that's priced in. But the clarity is different every single day, whether it's the clarity of what kind of rate we're talking about with tariffs or the clarity of how big the US deficit is going to be, All of these worries that we had earlier in the year that are now being shrugged off as priced in, how do you determine between rational versus numb.I think it is entirely rational because when we look, for example, at what i ...
Dollar Anxiety Building on Wall Street
Bloomberg Television· 2025-06-20 13:28
Why is the Trump administration seemingly as unconcerned as it is about this and I'm including the treasury secretary here. Sure. Thanks so much, Ronnie.And, you know, it's tricky. You know, when we were reporting out this story, one investor told me, watch what they do, not necessarily what they say. So we have had the Treasury secretary, Scott Bersin, out talking about the administration's strong dollar policy, as they've had for for many decades now.But the next question is, do traders do investors reall ...
Your #Money Could be Worth Less Soon
when we see talk about a weaker dollar at the same time as we see uh talk about an easier monetary policy and so on, we have to understand that one man's debts are another man's assets. And so if you weaken the dollar and you and you produce more money, which is are the things we're considering now that are being considered that that lessens the value of the money that holders of that debt are going to get paid back with. So that is the nature of the tradeoffs that are faced and are inevitable when there's ...