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Worawit Phongthep

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u/phongthep_worawit
37reputation0 followers0 following2 posts · 5 comments joined Apr 2026
15

FX Impact on US Equities?

For those managing US equity portfolios, how much weight are you currently placing on currency movements? With $EURUSD trading softer at 1.14202 and $USDJPY firming above 161, there are clear implications for multinationals. Are these FX trends significant enough to sway sector allocations, especially in tech and industrials with substantial overseas exposure?