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I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
On The Tape
The Dollar Strengthening in May
The US dollar is the one thing that binds all this together. It affects has an impact on everything. We would be short the dollar and it's one of the reasons that we would overweight XUS equity regions. If you're doing it on hedge, which we think we should when investing in equities overseas, then that fall in the dollar or appreciation of other currencies can be a nice cherry on top to local returns. But yes, that's taken a little bit of a back step in the month of May.
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