[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sylvain Roche [@Sysyx63](/creator/twitter/Sysyx63) on x XXX followers Created: 2025-07-13 10:07:55 UTC DOLLAR ON THE SCALES: HOW GREENBACK SWINGS EM RETURNS ⚖️💹 US dollar weakens? Emerging-market (EM) assets often sprint. Buck strengthens? EMs put on the brakes. In 2025 the DXY has slipped ~10 %, while the broad EM equity ETF $EEM is up over XX %—a classic inverse tango. 🕺 🔍 Why the greenback matters Dollar-denominated debt – Sovereigns and corporates across Brazil, India or Indonesia borrow in USD. A stronger buck inflates interest bills; a softer one eases the load. Capital flows – When the dollar loses altitude, Treasuries look less shiny and money hunts higher yields in São Paulo or Mumbai. Commodity pricing – Oil, copper, soy all trade in USD. A cheaper dollar means fatter local-currency receipts for exporters. History rhymes – 2022: dollar +8 % ⇒ EM equities –20 %. 2025 YTD: dollar –10 % ⇒ EM equities +13 %. The pattern repeats. 📊 Key 2025 numbers (YTD) • DXY –9.8 % • $EEM +13.1 % • Brazilian real +13 % vs USD • Five-year USD/EM correlation ≈ –0.40 💡 Playbook in plain English Target 15-30 % EM exposure via $EEM or $VWO as a diversifier. Watch the DXY sub-100 zone—historically a launchpad for EM rallies. Rebalance yearly: if the buck roars back, trim EM, lock gains, sleep tight. 😴 👉 Smash Like, drop your favorite EM ticker for a lightning review, Follow, and Copy my portfolio from $X XXX (DCA switched on) to let compounding do its thing! 🚀 #Investing #EmergingMarkets #Forex #LongTerm #Trading $EEM $VWO $UUP  XXX engagements  **Related Topics** [indonesia](/topic/indonesia) [india](/topic/india) [brazil](/topic/brazil) [debt](/topic/debt) [tango](/topic/tango) [$eem](/topic/$eem) [fund manager](/topic/fund-manager) [money](/topic/money) [Post Link](https://x.com/Sysyx63/status/1944337990433530313)
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Sylvain Roche @Sysyx63 on x XXX followers
Created: 2025-07-13 10:07:55 UTC
DOLLAR ON THE SCALES: HOW GREENBACK SWINGS EM RETURNS ⚖️💹
US dollar weakens? Emerging-market (EM) assets often sprint. Buck strengthens? EMs put on the brakes. In 2025 the DXY has slipped ~10 %, while the broad EM equity ETF $EEM is up over XX %—a classic inverse tango. 🕺
🔍 Why the greenback matters
Dollar-denominated debt – Sovereigns and corporates across Brazil, India or Indonesia borrow in USD. A stronger buck inflates interest bills; a softer one eases the load.
Capital flows – When the dollar loses altitude, Treasuries look less shiny and money hunts higher yields in São Paulo or Mumbai.
Commodity pricing – Oil, copper, soy all trade in USD. A cheaper dollar means fatter local-currency receipts for exporters.
History rhymes – 2022: dollar +8 % ⇒ EM equities –20 %. 2025 YTD: dollar –10 % ⇒ EM equities +13 %. The pattern repeats.
📊 Key 2025 numbers (YTD) • DXY –9.8 % • $EEM +13.1 % • Brazilian real +13 % vs USD • Five-year USD/EM correlation ≈ –0.40 💡 Playbook in plain English Target 15-30 % EM exposure via $EEM or $VWO as a diversifier. Watch the DXY sub-100 zone—historically a launchpad for EM rallies. Rebalance yearly: if the buck roars back, trim EM, lock gains, sleep tight. 😴
👉 Smash Like, drop your favorite EM ticker for a lightning review, Follow, and Copy my portfolio from $X XXX (DCA switched on) to let compounding do its thing! 🚀
#Investing #EmergingMarkets #Forex #LongTerm #Trading $EEM $VWO $UUP
XXX engagements
Related Topics indonesia india brazil debt tango $eem fund manager money