U.S. Economy Impact on Global Stocks and Currency
Marcus V. Thorne, CFA, a veteran investment analyst specializing in macroeconomic cycles and portfolio risk management, views current U.S. resilience as a policy-supported expansion phase. In our analysis of historical cycles, simultaneous fiscal support and technology-driven capital expenditure can offset traditional recession signals. However, this environment also increases market sensitivity, as valuations increasingly reflect long-term…


