Branch: The dollar's strength is temporary
Youtube·2025-11-07 20:25
Hey, we were talking about this earlier just kind of the shift in the momentum in the markets where investors seem to be turning away from the AI trade seemingly largely due to valuation concerns. Healthcare the best performing sector this week generally seen as a defensive sector. Just your take on that momentum shift.>> Yeah, I think it's to be expected a bit Frank. Um when you go into a cyclical recovery uh powered by both monetary and fiscal stimulus both of which we received in meaningful amounts this ...