(1) Will the weak dollar boost earnings and inflation too? (2) The stock market’s tug-of-war between earnings and valuation. (3) Dollar bulls have been surprised by dollar’s weakness since early 2017 despite three Fed rate hikes. (4) Dollar inversely correlated with Global Growth Barometer. (5) Dollar inversely correlated with S&P 500 revenues and earnings. (6) Dollar’s impact on inflation is fuzzy. (7) Go Global has made more sense than Stay Home since dollar peaked in early 2017. (8) Sandra’s scorecard for Italy’s political and economic scene.
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