durobinet schreef op 17 maart 2015 18:57:
"It isn’t a rising dollar that is bad; it is high currency volatility that creates uncertainty. Prime example #1 is the fate of US multinational companies’ earnings. With a couple of trillion dollars of balance sheet cash sitting offshore to avoid US taxes, these companies are faced with a decision about what to do with that cash.
If it has been sitting in Euros — or God forbid Brazilian Reals — the CFO is taking a beating on the foreign exchange market right now that has nothing to do with the underlying business of his company. And he is going to have to report that loss when quarterly earnings are announced so it probably isn’t coincidence that the dollar is surging as we near the end of the quarter." Uit: Dailyreckoning.
Dus als dit zo is dan is de kans groot dat na dit kwartaal de dollarsituatie weer wat "normaliseert"(?)