Jan. 29 at 5:53 AM
$ETH.X
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$ASML $NVDA $GOOGL Staying calm amid the noise is sensible right now. Markets remain volatile due to trade uncertainty, tariffs, geopolitics, and pressure on the Fed, but the underlying U.S. economy continues to show resilience. Growth momentum from late 2025 is holding up, supported by solid GDP data and a labor market that has proven stronger than expected.
There is also a realistic chance that interest rates will move lower, easing financial conditions and supporting investment. The weaker dollar fits this environment. With the DXY around 96, this reflects a correction after years of strength rather than a crisis. A softer dollar improves export competitiveness, boosts foreign earnings, and may help narrow the trade deficit. While higher import prices are a downside, they remain manageable.
Overall, I remain positive on the outlook for the U.S. economy.
