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EWG/SPY: US outperforms EU in absolute terms when $ rises against €
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EWG/SPY, M
US outperforms EU in absolute terms when $ rises against €

Thesis: US markets outperform EU markets in absolute terms when $ rises against €. EWG/SPY (Germany ETF/SPY both in $) vs EURUSD (red line) I've read many opinions on what happens to US stocks (versus EU stocks) when the dollar rises. Usually people say a strong dollar is bad for US exporters as their revenues will fall and labour costs will rise. Similarly they ...

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