Steve Englander on US dollar, oil and the surprising market resilience

Global markets are navigating geopolitical tensions with surprising resilience, particularly in the US. Despite initial fears, financial assets show a weakening correlation with oil prices, while US equities remain robust. The dollar's strength is linked more to equity performance than oil, suggesting a shift in market focus towards corporate earnings and AI.

from Economic Times https://ift.tt/NLKufg1