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VRA Letter: Big Week as Q2 Earnings Kick Off. Melt-up Phase Should Continue. Bitcoins Breakout. Fox Business Interview.

Good Monday morning. It’s a big week ahead with Q2 earnings kicking off, our next batch of (dis)inflationary CPI data and retail sales. The biggie of course is Q2 earnings. This quarter we kick off with earnings from companies ...

Posted On July 14, 20255 MIN Read
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Good Monday morning. It’s a big week ahead with Q2 earnings kicking off, our next batch of (dis)inflationary CPI data and retail sales. The biggie of course is Q2 earnings. This quarter we kick off with earnings from companies in several different sectors, making it a unique first week for earnings reports. Tomorrow we’ll get the big banks (JPM, WFC) while Wednesday will feature healthcare and semis (JNJ, ASML). Then Thursday and Friday features NFLX and AXP (Amex). 

Our view remains that one of the major drivers for earnings will be the weaker dollar. Once Trump was re-elected we began making the case that Trump wanted a (much) weaker dollar while at the same time protecting the USD as the world’s reserve currency. So far, so good as the USD has declined 12% under 47. It’s our confident call that one of the biggest tailwinds for S&P 500 companies (multi-nationals all) will be the weak greenback, as 40% of their revenue comes from global markets. Not nearly enough are talking ab...

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