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The Dollar Came In Like A Wrecking Ball
Published 3 months, 3 weeks ago
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This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com
The guys open the “Dirty” with a little “wrecking ball” and they are referring to the impact the strong dollar has been having on Gold and other commodities as well as the rotation we are seeing in the markets.
One week after Warsh’s first Fed meeting as Chair, the guys provide an updated perspective.
They touch on the Hyperscalers and how their stocks ar…