MoneyMasters Podcast 🎙️7/3/25: Powell, Rates, the Dollar, & the US Economy

Mike Larson | Editor-in-Chief

Stocks are at all-time highs, but the US dollar is slumping and the Federal Reserve under Chair Jay Powell is holding rates steady. Mortgage rates and the housing market also remain stuck, leaving homebuyers and investors guessing.

In this MoneyShow MoneyMasters Podcast episode, Alejandra Grindal, chief economist at Ned Davis Research, and Kristina Hooper, chief market strategist at Man Group, explain how Powell’s policy, the dollar’s decline, and stubborn mortgage rates are shaping the US economy.

They also break down recession risks, inflation drivers, and whether the best investing and profit opportunities lie abroad or in the US. If you want real insights on the Fed, housing trends, global markets, and the US dollar, this episode delivers answers.

Reminder: Both Alejandra and Kristina will be speaking at the MoneyShow Global Investing Opportunities (and Risks) Virtual Expo, scheduled for July 23–24, 2025 on our MoneyShow online platform. Click here to register for a FREE pass.

Finally, I hope you, your family, and friends have a wonderful Independence Day! Since US markets will be closed for the holiday tomorrow, there will be no Top Pros’ Top Picks newsletter. Your next issue will drop Monday, July 7.

The Marshalls’ Secrets to Making Money in Chaotic Markets

How can you approach chaotic and uncertain markets with confidence? In this MoneyShow MoneyMasters Podcast episode, husband-and-wife trading pros Bruce and Tammy Marshall share their favorite strategies for volatile times. Learn how sizing down, managing risk, and using tools like Fibonacci clusters can help keep your trading account on track — no matter what the markets throw at you.

Only Two Weeks to Go! Don’t Miss Our 2025 Vegas Symposium!

Ready to give your portfolio the powerful makeover it deserves? Then join us in less than TWO WEEKS at Caesars Palace! Dozens of the nation’s top analysts, economists, money managers, traders, and authors will be converging on the Vegas Strip July 15-17 — and you can learn from them LIVE and IN PERSON.

• JPM: Dimon Gets His Way, Shareholders Get the Benefits
  👉️ TICKER: JPM
  JPMorgan Chase & Co.’s (JPM) CEO Jamie Dimon sued regulators in October 2024 because he felt the powers that be were out of line with what he called overlapping or ill-conceived rules on capital requirements, card payments, and open banking, among other things. Well, what do you know? JPM just got a big regulatory win, highlights Keith Fitz-Gerald, editor of 5 With Fitz.

• What's Next for "BEACH" Stocks Amid Travel Season Uncertainty?
  👉️ TICKERS: ABNB, BKNG, CCL, DIS, EXPE, HLT, LVS, LUV, MAR, NCLH, RCL, UAL, SPX

  With the summer season upon us, travel stocks are back in focus. For that reason, eToro built an equal-weight basket of BEACH stocks — which include companies in bookings, entertainment, airlines, cruises, and hotels. Over the past year, these stocks have outperformed global indices, observes Bret Kenwell, US investment analyst at eToro.

🎲 Level up your investing game at the ‘25 MoneyShow Masters Symposium Las Vegas (July 15-17) at Caesars Palace. Register now!

💰 3 Overlooked Dividend Aristocrats To Buy in 2025. Income investors have long trusted dividend stocks for their stable payouts. The growing popularity of high-risk, high-income alternatives has caused some investors to move away from these reliable stocks...but not me. (Barchart)