The dollar is strong…

…and in my view will likely remain strong for the rest of the year thanks to the Fed’s inability to cut rates (while other central banks can and will cut), and the possibility of geopolitical tensions. This is great for European exporters and US importers.

In my latest Marketwatch article I focus on two US importers that look interesting insofar as they benefit from a strong dollar but are relatively uncorrelated to Fed and interest rate movements: https://www.marketwatch.com/story/two-stocks-for-a-stronger-dollar-and-fed-uncertainty-01d376de?mod=mw_latestnews&mod=home-page