[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.]  Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.5K followers Created: 2025-07-27 11:20:00 UTC Goldman: Recent US dollar weakness is a tailwind to S&P XXX EPS, but a smaller factor than many investors assume. The S&P XXX in aggregate generates XX% of its revenues overseas, roughly unchanged relative to last year. In our macro model, a XX% weakening of the US dollar is associated with a boost of roughly 2-3% to S&P XXX EPS, all else equal... [and] investors typically do not reward FX-driven sales beats the way they reward constant-currency beats (Exhibit 5).  XXXXXX engagements  **Related Topics** [macro](/topic/macro) [rating agency](/topic/rating-agency) [javascript](/topic/javascript) [money](/topic/money) [united states dollar](/topic/united-states-dollar) [$spy](/topic/$spy) [Post Link](https://x.com/neilksethi/status/1949429559893356576)
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Neil Sethi @neilksethi on x 12.5K followers
Created: 2025-07-27 11:20:00 UTC
Goldman: Recent US dollar weakness is a tailwind to S&P XXX EPS, but a smaller factor than many investors assume.
The S&P XXX in aggregate generates XX% of its revenues overseas, roughly unchanged relative to last year. In our macro model, a XX% weakening of the US dollar is associated with a boost of roughly 2-3% to S&P XXX EPS, all else equal... [and] investors typically do not reward FX-driven sales beats the way they reward constant-currency beats (Exhibit 5).
XXXXXX engagements
Related Topics macro rating agency javascript money united states dollar $spy