Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: US Dollar

Don’t Forget About Brexit (and the Dollar)

October 14, 2019 Brian Gilmartin Leave a comment

While the US market will be reacting to the Financial sector’s earnings reports as well as guidance and commentary from…

Continue Reading →

Posted in: Brexit, US Dollar

The Dollar, High-Yield Bond Market and SP 500 Revenue Growth

June 9, 2019 Brian Gilmartin Leave a comment

  The two US dollar proxies followed regularly are the UUP and the DXY. The UUP is a tradeable ETF,…

Continue Reading →

Posted in: FDX, HYG, SP 500 Revenue Growth, US Dollar

Financials, Overbought Utilities and the Dollar

May 29, 2019 Brian Gilmartin Leave a comment

Frustrating Financials:   Financial’s are clients 2nd largest sector weighting behind Technology for the last several years. The aboce chart…

Continue Reading →

Posted in: Financial sector, Financials, US Dollar, Utilities

The Dollar, Market Breadth, High-Yield Bond Market Health and the VIX

April 28, 2019 Brian Gilmartin Leave a comment

The SP 500 closed within one point of September, 2018 all-time last Friday. You’d have to think “everyone” is watching…

Continue Reading →

Posted in: Bond Market(s), Credit markets, Market breadth, US Dollar, UUP, VIX Filed under: VIX

Dollar Worries for Emerging Markets Trade

March 8, 2019 Brian Gilmartin Leave a comment

Good chart from Gary Morrow at “This Week on Wall Street”.   On Invesco’s website it’s noted that the top…

Continue Reading →

Posted in: Currency, US Dollar

Post navigation

Page 4 of 9
← Previous 1 … 3 4 5 … 9 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis