We continue sharing a collection of charts with you that we find particularly interesting. These charts identify investment and economic trends in the markets.

Slowly, the tragedy of the COVID-19 pandemic, and the resulting lockdowns are nearing an end. Normalcy is returning and a surge in consumer spending is beginning as our economy opens up. In addition, our government continues to increasingly borrow and spend. This is resulting in a surge in demand for foreign goods and services.

So what does this mean for the value of the Dollar?

The current edition reviews the following:

  • The surge in consumer spending
  • The surge in government spending
  • The Trade Deficit
  • The Dollar’s decline relative to other currencies

A stable Dollar is necessary to keep our economy strong, inflation low, and manufacturing here in the U.S. Consumers depend on good jobs and affordable prices.

As always, know what you own, do not overinvest, and stick with quality.

-Cliff Jarvis
Download the May Chartbook