DNY59
By James Picerno
The case for international diversification has fallen on deaf ears in recent years as US stocks powered far ahead of their offshore counterparts, but 2025’s reversal of fortunes has focused minds anew on the case for
Weak U.S. Dollar Is A Tailwind For American Investors In Foreign Markets This Year
Summary
- The US Dollar Index has been falling for much of 2025, providing a boost for foreign equities in US dollar terms.
- A flat/weak US dollar tends to be a bullish factor for global equities ex-US, and that’s proving to be true this year.
- Global equities ex-US are outperforming US stocks by a wide margin year to date.
TMC Research is the research division of The Milwaukee Company, a registered investment advisor based in Thiensville, Wisconsin that provides wealth management services and manages the Brinsmere Funds ETFs.