The dollar index bounces as fears of a yen bailout ease and euro cools down. Europeans are piling into US stock.

The dollar index bounces as fears of a yen bailout ease and euro cools down. via Bloomberg pic.twitter.com/07NO9OTEFf — Daniel Lacalle (@dlacalle_IA) January 27, 2026 Europeans are piling into US stocks: European investors now own a record $10.4 trillion in US stocks. Ownership has surged +$4.9 trillion, or +91%, over the last 3 years. Denmark, …

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March CPI cools to +2.4% — core misses. Tariffs loom. It doesn’t really matter. 10-year drops, then bounces back immediately.

🇺🇸 INFLATION FOR MARCH JUST CAME IN BELOW EXPECTATIONS US CPI for February just came in at +2.4% YoY below expectations of +2.5% YoY pic.twitter.com/poThrsLSWZ — Evan (@StockMKTNewz) April 10, 2025 BREAKING: Inflation in the US is now down 60 basis points in 3 months. pic.twitter.com/xeWfmv5oh3 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025

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