Dollar Strength Defies U.S. Economic and Stock Market Weakness Ep. 61

Published: March 14, 2015, 5:04 a.m.

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\\n\\t* The Foreign exchange markets continue to ignore the darkening U.S. economic picture
\\n\\t* Dollar had best two-week gain since the financial crisis of 2008
\\n\\t* Market exuberance based solely on the jobs report which is an outlier among all other negative news
\\n\\t* Why aren't the jobs numbers being questioned?
\\n\\t* We have had three consecutive months of declining retail sales
\\n\\t* Falling prices are reflecting a lack of demand
\\n\\t* The stock market has begun to decline, bracing for Fed rate hikes
\\n\\t* Gold held steady against the dollar; up against other currencies
\\n\\t* Inventory to sales ratio lowest since 2008
\\n\\t* This week the Atlanta Fed reduced Q1 GDP down to .6%
\\n\\t* The second revision for Q4 could be below 2%
\\n\\t* Poor GDP numbers already being blamed on the weather
\\n\\t* Europe looked to US QE as a success because inflation was masked
\\n\\t* The European market is already issuing negative bonds in anticipation of ECB purchase (QE)
\\n\\t* The Germans are going to push back when they see inflation
\\n\\t* At lease Europe will be able to withstand higher rates because of smaller debt and trade deficit
\\n\\t* U.S. won't be able to tolerate the consequences of rate hikes which would ultEimately heal the economy
\\n\\t* Therefore inevitable QE4 will be even larger than QE 1,2 & 3 combined
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