Analyst: The US dollar and US debt are more concerning than the US economy and stock market.

date
28/04/2025
Christof Reichmuth of Reichmuth & Co stated in his report that the US dollar and US Treasuries are more concerning than the US economy or stock market. The performance of the US dollar and US Treasuries "directly depends on political decisions." Russia abandoned the US dollar ten years ago, and European countries are also now questioning the safety of their US dollar reserves. However, he also mentioned that despite the currently high valuation and lack of attractiveness of the US stock market, the US still has high-quality companies, especially in the technology and energy sectors.