Weekly Market Pulse: The Weak Dollar Effect
Portfolio Pulse from
The article discusses the potential for international stocks to outperform US stocks, highlighting a historical trend where the S&P 500 has consistently outperformed the EAFE international stock index over the past 12 years. The key focus is on the potential impact of a weakening US dollar, which could make international investments more attractive.
March 31, 2025 | 5:15 am
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
The EAFE ETF could benefit from a weakening US dollar, which historically improves international stock performance relative to US markets.
A weakening dollar makes international stocks more attractive by improving their relative value and potential returns when converted back to USD. The historical underperformance suggests potential for catch-up growth.
CONFIDENCE 70
IMPORTANCE 75
RELEVANCE 80