Oddbean new post about login | logout Dollar Wrecking Ball Sees Investors Look for Cover in Exporters ========== The strong US dollar has hurt stocks outside the US, but companies that export to the US stand to gain. Asian chipmakers and European industrial and pharmaceutical firms are expected to benefit from the stronger dollar. Shares of exporters to the US have already outperformed a broad gauge of stocks this year, according to Goldman Sachs Group Inc. indexes. https://www.bloomberg.com/news/articles/2024-04-25/dollar-wrecking-ball-sees-investors-look-for-cover-in-exporters