Live at 2 PM ET: Kevin Muir Breaks Down USD, Inflation, and Market Game Changers

Friendly reminder that today's live conversation with the Macro Tourist, Kevin Muir, starts at 2 pm ET.

• USD rally: Why it’s the last thing Trump wants and its market impact

• Trump as the "tariff President": Negotiating or reshaping markets?

• Post-COVID policy shift: US fiscal cuts vs. potential China stimulus—impact on commodities

• Bonds: Why poor performance hasn't crushed US stocks

• Canadian dollar: Why it's not a perfect commodity proxy

• Gold: Are you playing against one big player?

• Inflation risk: What 8–10% inflation means for portfolios

See you soon!