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The Dollar
The Dollar is still struggling even with yields and equities doing well of late.
The Scoreboard
The US is now negative again and only beating 4 countries. There are now 15 different countries up over 20% YTD.
Interesting Data
Eurozone - EZA 0.00%↑
Tariff front running playing a role of course but impressive trade balance for the Eurozone.
China - FXI 0.00%↑
China cut rates again and so did the RBA, BoE, and ECB in the past week.
Turkey - TUR 0.00%↑
Turkey’s consumer confidence is above most of the 2018-2024 range.
Hong Kong - EWH 0.00%↑
Hong Kong’s unemployment rate looks at least a little concerning.
Mexico - EWW 0.00%↑
Nice retail sales print in Mexico.
Interesting News
Colombia - GXG 0.00%↑
Having owned Colombian stocks for a while - good to see this.
South Africa - EZA 0.00%↑
Speaking of impressive bond moves in EM…
Chile - ECH 0.00%↑
Poland - EPOL 0.00%↑
Brazil - EWZ 0.00%↑
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