Jim Paulsen warns rising oil, yields, and dollar will impact US stocks

Jim Paulsen: Jim Paulsen is a PhD economist with four decades of experience as a chief investment strategist, currently affiliated with the Leuthold Group and author of the Paulsen Perspectives newsletter on Substack. He regularly provides analysis on economic conditions and financial markets through commentary and media appearances. In this news, he is warning that the combined effects of elevated oil prices, higher Treasury yields, and a stronger dollar have yet to fully impact US stocks despite their recent resilience. Market Context: US equities have continued climbing toward records even as macroeconomic headwinds build, according to recent strategist commentary. Macro Pressures: Simultaneous rises in energy costs, interest rates, and the dollar have historically preceded periods of equity market weakness in subsequent months.