Dollar Hurting Exporters? Not So Much

Pace my Marketplace radio comment on the dollar's decline yesterday, this graph from Bloomberg of the recent stock market outperformance of U.S. exporters is noteworthy.

Comments

[Robert Mart...:]

Paul:

You note that exporters are flourishing since the liquidity boom began in March. This implies that other countries have better growth prospects than the U.S., and that exporters are benefiting from lower costs (denominated in U.S. dollars). Alternatively, perhaps stocks in exporters were depressed in March relative to purely domestic companies (but I doubt that).


Rob

Nov 10 04:03 PM