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The dollar’s weakness can definitely impact sectors like energy, gold, and big exporters—I've been watching GLD and XLE more closely. I don’t shift my whole strategy, but I do lean into sectors that benefit from macro trends. It’s a good time to think about where tailwinds might show up quietly.
3-year after how long of an all time high?
I'm not overly concerned with the falling dollar as a specific point. But it may be an indicator of things to come, and in that sense it's worth watching along with other troubling signs. If the trade war pushes the country into a recession, it may be different than anything we've encountered before. And that will require some caution, I would think.