While Asia and much of Europe are in the midst of a demographic collapse, U.S. is better positioned with household formation and better assimilates immigrants.
With the first half of 2025 in the books, it must come as a surprise to many that the S&P 500 and NASDAQ are each up 5% year-to-date(as of last Friday).
The U.S. is an oasis amidst global economic chaos. I expect the U.S. dollar to strengthen and for interest rates to steadily decline in a “flight to quality".
While Asia and much of Europe are in the midst of a demographic collapse, U.S. is better positioned with household formation and better assimilates immigrants.
With the first half of 2025 in the books, it must come as a surprise to many that the S&P 500 and NASDAQ are each up 5% year-to-date(as of last Friday).
The U.S. is an oasis amidst global economic chaos. I expect the U.S. dollar to strengthen and for interest rates to steadily decline in a “flight to quality".