I Believe The USD Will Drop Further, Supporting Non-US Equity Positioning Going Forward
Source: SeekingAlpha
2025-09-10 10:15:44 ET
Main Thesis & Background
The purpose of this article is to evaluate the broader investment backdrop, with a specific focus on why I see the US Dollar ((USD)) falling in the months ahead and why this favors positioning towards non-US equity holdings. I will touch on the recent strength in US markets and suggest why this could continue, but the reality is a weaker USD sets up an environment where foreign stocks tend to out-perform. I believe this is a critical theory to understand now as markets hit all-time highs and investors - such as myself - are struggling to find "value" when it comes to deploying new cash....
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I Believe The USD Will Drop Further, Supporting Non-US Equity Positioning Going Forward
Schwab International Equity
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