New highs across global equities. Breakouts in copper. The message is loud and clear: growth is back.
Metals have been more interesting than stocks lately lol. Great write up.
Thanks Randy, yes we have to always keep an open mind to what’s moving next.
The U.S. Dollar is down a lot this year. Has certainly helped portfolios with foreign equities!
For sure. It’s the biggest driver. If the dollar changes trend, everything else changes.
Metals have been more interesting than stocks lately lol. Great write up.
Thanks Randy, yes we have to always keep an open mind to what’s moving next.
The U.S. Dollar is down a lot this year. Has certainly helped portfolios with foreign equities!
For sure. It’s the biggest driver. If the dollar changes trend, everything else changes.