The US dollar has been whipsawing — pulling back as the US-Iran attacks paused, while simultaneously hitting 40-year highs against the yen — creating a confusing picture for currency and international investors. We explore what these dollar dynamics mean for your international holdings and the broader economic outlook. Today&#x27;s Stocks &amp; Topics: Brookfield Corporation (BN), Market Wrap, Share Dilution, Amazon.com, Inc. (AMZN), Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk, The Coca-Cola Company (KO), Targa Resources Corp. (TRGP), EMCOR Group, Inc. (EME), Hedge Funds Demand. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk

InvestTalk

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This is InvestTalk from KPP Financial. Helping investors make sense of the markets one day at a time. Here's your host, Justin Klein.

Good afternoon, fellow investors, and welcome back to InvestTalk. This is our Wednesday, July 29th, 2026 edition, and it's Fed Day. A very interesting Fed Day. A lot to talk about, which I'll get into. I market recap because there was a lot of volatility and a lot to take away from that market reaction. Very atypical. We have a new Fed chair.

We had the second meeting. The first one, I think, was more of a feeling out. And now it's like, okay, we know the drill. At least the market thought they did. And then he had an answer that was not, in my mind, up to par for the market.

Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.