America’s Economic Future: The Impact of Powell, Mortgage Rates, & the Dollar

2025-07-03

Stocks are at all-time highs, but the US dollar is slumping and the Powell Fed 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...

Stocks are at all-time highs, but the US dollar is slumping and the Powell Fed 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.

CHAPTERS:

0:00 Introduction

1:30 US and Global Economic Outlook

4:00 Government Spending and Deficits

6:00 Immigration Policy and Inflation Risks

8:00 Tariffs and Trade Uncertainty

10:00 Fed Policy and Rate Cut Uncertainty

12:00 US Dollar Decline and Safe Haven Shift

14:00 Recession Risk and Market Valuations

16:00 Global Opportunities and Foreign Markets

18:00 Gold and Safe Haven Assets