Federated Sees a Secular, Long-Term, Buy and Hold Bull Market

The video discusses economic predictions, with Kyle Bass forecasting a recession by mid-2020, while Linda Duessel presents a bullish market outlook, expecting the S&P 500 to reach 3100 by year-end. Despite concerns over business indicators, consumer strength is seen as a potential driver of economic recovery. Investment strategies focus on small caps and stable growth, considering the late economic cycle. The impact of a strong dollar on global earnings is also analyzed, with a preference for dollar stabilization.

What is the significance of the dollar's strength in relation to the S&P 500 companies?

What are the implications of a strong dollar for companies that earn revenue from abroad?