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Sign In(1) Home field advantage. (2) No currency risk at home. (3) “Stay Home” still beating “Go Global.” (4) Is the strong dollar bullish or bearish for stocks? (5) The short answer: Bullish on a relative basis. (6) Three trends since 1995. (7) From US-centric to China-centric, and back again. (8) Germany hard hit by Ukraine crisis. (9) Depreciations of euro and yen won’t help Eurozone and Japan, but should benefit US MSCI relative to other major stock markets.
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