In today’s video, I break down the major divergence between the equity markets and global currencies like the Taiwan dollar, Korean won, and Swiss franc.
Global currencies are moving in one direction, U.S. stocks in another. Who’s right? In today’s video, I break down the major divergence between the equity markets and global currencies like the Taiwan dollar, Korean won, and Swiss franc. While the S&P 500 pushes to new highs, the U.S. dollar is weakening almost everywhere. What are currency markets pricing in that equity investors are ignoring—especially with the July 9 tariff deadline approaching?
We’ll cover:
The Taiwan dollar’s sharp moves since April
Why repatriation flows might signal something deeper
What the euro, yen, and peso are saying about U.S. risk
How interest rate differentials are breaking down
Why the currency market may be smarter than the stock market right now
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