User 143167

Five Ways the Global Economy Is Rebounding

You are DEADLY WRONG about the dollar and commodity. The surge of dollar(together with Yen) and plunge of commodity prices stand for more credit wipeouts and deleverage going on due to the carry trade unwinding. This is VERY BAD to the US credit and stock market!
We need another quick drop in the dollar and rebound in the commodity prices to let the global equity market move upwards. If the oil goes down below $50 and dollar index up to 100, I assure this will be a depression for sure!

Currency Impacts Are Huge When It Comes to Investment Returns

The author is totally missing the point.
Global US dollar returns were almost identical for a reason, no one can even change that. To think about a company in global business, it doesn't really matter where it is listed, its value in USD will be the same.
Based on that, we will keep seeing the investment returns the same in USD terms, therefore, with the rebounding dollar against Euro, the US index will be a loser compared to the index in Eurozone.