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Neil Sethi @neilksethi on x 12.4K followers
Created: 2025-07-23 13:52:00 UTC
Goldman (Kostin) notes that the weak dollar "tailwind" disproportionately aided the Mag-7.
“Our economists expect continued USD weakness boosting relative outperformance of international-facing stocks,” although Kostin “also expects US economic growth to outpace most other major economies in both 2025 and 2026, which should provide a relative tailwind to domestic-facing firms.”
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