How the Strength of the U.S. Dollar Impacts Your Investment Portfolio

美元强势如何影响您的投资组合

WSJ Your Money Briefing

2025-06-17

9 分钟
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单集简介 ...

Uncertainty around the economy, from tariffs to trade wars, has sunk the value of the dollar to its weakest level in years. Certain stocks do better when the dollar is weak while others perform worse. Host Oyin Adedoyin talks with finance professor Derek Horstmeyer about how investors can position their portfolio, depending on whether the dollar rebounds or continues to fall.     Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Here's your Money Briefing for Tuesday, June 17th.

  • I'm Oyen Adedoyen for The Wall Street Journal.

  • The U.S. dollar is one of the most powerful currencies in the world.

  • Recently, its value has been dropping.

  • That has implications for investors.

  • There is so much speculation now about whether the dollar and our T-bills and our...

  • Long-term debt are still the safest assets in the world to pile into.

  • And with all of this uncertainty regarding tariffs, and it's a really important thing to watch.

  • We'll talk with finance professor Derek Horstmeyer about why we should all be keeping an eye on the U.S. dollar right now.

  • That's after the break.

  • The U.S. dollar has tumbled in value over the past few months.

  • Amid tariff turbulence and economic uncertainty,

  • many on Wall Street are hoping that the trade deals the U.S. is striking with other countries will help the dollar bounce back.

  • Derek Horstmeyer is a professor of finance at George Mason University.

  • He also wrote a recent piece for the Wall Street Journal where he and his team ran the numbers on how some stocks perform when the dollar weakens.

  • Derek, before we go into what this means for investors,

  • why should our listeners care about the dollar falling in value?

  • Well, the dollar falling has a significant impact on risk assets in our economy.

  • First off, we see that if the dollar falls in value, international stocks seem to do the best.

  • That's pretty interesting.