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Blue Marlin Advisors – Market Beat – Market Beat: Dollar, Yields, & Stocks

In the past month, we learned the importance that the trajectory of yields and the dollar has on the equity market. While there are a lot of uncertainties in front of us, particularly as we transition into the off-season for stocks at the start of May, we can say with confidence that if we continue to see the rise in the dollar and yields like we observed last month, stocks will inevitably remain under pressure.