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![afvglobal Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1852673419646550016.png) AFV GLOBAL [@afvglobal](/creator/twitter/afvglobal) on x XXX followers
Created: 2025-07-16 12:01:32 UTC

📉 Weak Dollar Becomes a Tailwind for U.S. Multinationals

— 💸 Dollar Down ~10% YTD: Triggered by Trump's tariff shock & investor concerns over U.S. debt
— 📉 DXY Q2 Avg: 99.74: Down XXX% QoQ, steepest fall in 30+ years
— 💼 Big Boost for Earnings: A XX% USD drop = ~2% EPS surprise for the S&P XXX
— 🌍 Global Revenue Help: ~41% of S&P XXX revenue comes from outside the U.S.
— 🔬 Sectors Most Impacted:
 • IT (55% foreign revenue)
 • Materials (52%)
 • Comm Services (49%)
— 🔺 Netflix Example: BMO raised Q2 rev growth est. to XXXX% (from 16.4%) due to FX
— 💬 UBS: Q2 earnings lift could be +0.5%, with +1–1.5% expected in Q3 & Q4 if trend holds
— ⚠️ Tariff vs Dollar Effect: Chipmakers may gain from FX but are exposed to Trump’s trade war
— 🔍 Investor View Mixed:
 • Some see FX gains already priced in
 • Others expect “mechanical tailwind” not yet reflected in consensus
— 🔮 Caution Ahead: Stronger dollar impact muted by wider macro uncertainty (tax policy, tariffs, geopolitics)
#Dollar #USD #SP500 #Multinationals #EarningsSeason #Tariffs #TrumpEconomy #Netflix #TechStocks #Forex #FXImpact #GlobalRevenue #WallStreet $NFLX $UBS


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945453746039001320/c:line.svg)

**Related Topics**
[rating agency](/topic/rating-agency)
[eps](/topic/eps)
[united states dollar](/topic/united-states-dollar)
[debt](/topic/debt)
[united states debt](/topic/united-states-debt)
[investment](/topic/investment)
[tariffs](/topic/tariffs)
[trumps](/topic/trumps)

[Post Link](https://x.com/afvglobal/status/1945453746039001320)