The US dollar’s rally has intensified, reaching its strongest level in four decades, supported by robust domestic growth and heightened global uncertainties. This “smile” effect—strength in times of both economic growth and risk aversion—poses significant challenges for the green economy. As markets brace for potential tariffs under Trump’s administration, currency fluctuations could impact trade flows […]
The latest corporate earnings season highlights significant divides in market performance, with high-margin US tech firms like Amazon and Microsoft continuing to dominate. However, green economy investments, often associated with emerging sectors or smaller-cap stocks, face challenges in attracting the same level of investor attention. This creates a potential opportunity for long-term green investors to […]
Wall Street is facing a complex outlook: short-term optimism paired with long-term caution. The S&P 500, up 23% for the year, has surprised many with a rally driven by AI innovation, declining interest rates, and a resilient labor market. However, key metrics like the CAPE ratio signal longer-term concerns. The sharp rise in stock prices, […]
