Dwyer: Take Profits on Market Pause to the Upside

The video discusses the Bloomberg dollar index, highlighting its rise post-Trump election and its relationship with global economic conditions. It argues that the dollar may not strengthen as expected, especially when the global economy improves. The speaker provides a tactical market call, emphasizing that the economic backdrop remains strong, with no signs of recession. Historical market trends are analyzed, showing that earnings and economic activity, rather than politics, drive markets. The discussion concludes with insights into financials and the impact of inflation on market dynamics.

What historical precedent is mentioned regarding the dollar's strength?

What is the significance of inflation in relation to the Federal Reserve's policy?