Dollar Difficulties in the Distance

By Lori Calvasina
Published April 5, 2021 | 6 min listen

In this edition, Lori tackles the topic of the US Dollar, and what its recent strengthening means for the US equity market. The consensus view coming into 2021 was for the US Dollar to weaken, but that may be starting to reverse. A stronger Dollar is mostly a negative for the US equity market in terms of performance, earnings revisions, and margins. But sector impacts aren’t uniform, and it’s a challenge for the stock market that should be thought of as looming in the distance rather than one that’s likely to hit stocks imminently.

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Lori Calvasina

Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets


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