Sunday, April 6, 2025

Dollar Risk

How Investing Will Change if the Dollar No Longer Rules the World
https://www.wsj.com/finance/investing/us-currency-stock-market-investor-impact-0f27a6fe
Should the U.S. currency and stocks no longer rise together, Americans will need to broaden their portfolios.

How worrying is the weakening dollar?
https://www.economist.com/finance-and-economics/2025/04/04/how-worrying-is-the-weakening-dollar
The consensus was that Donald Trump’s presidency would boost the outperformance of American stocks, raise Treasury yields and strengthen the dollar. So far this year, all three bets are deep in the red.