The Dollar Is Rolling Over. The World Is Waking Up
The dollar is stalling at resistance as international markets quietly regain strength
This is exactly what we’ve been waiting for.
For the past month, international exposure has been painful. The dollar ripped higher, and anything outside the U.S. got hit. That’s the environment we were dealing with — not broken trends, just pressure from currency.
But now? That’s starting to change.
Look at the International ETF Leadership Dashboard.
You’re seeing broad participation again — Norway, Taiwan, Brazil, Latin America, even smaller markets like Greece and Austria. This isn’t one country getting hot. This is rotation. This is capital moving.
More importantly, a lot of these are still near highs and putting up strong YTD numbers despite the recent pullback. That tells you everything you need to know. Strength held.
Now shift to the dollar.
The DXY chart is sitting right under a major resistance zone around 100–102. This is where it failed before. And it’s failing again. Momentum has rolled over, structure is breaking down, and if this continues, I think we’re heading toward 90.
That move matters.
A weaker dollar is fuel for international equities. It’s fuel for commodities. It’s fuel for everything that’s been suppressed over the last few weeks.
Put it together:
International stocks held up better than they should have
The dollar is rolling over at resistance
Relative strength is re-emerging across global markets
That’s your signal.
This is where positioning starts to matter again.
Now is the time to start adding exposure — not chasing, but leaning into strength.
If you want the exact names and allocations, go check yesterday’s portfolio review.
This move isn’t over.
Against All Odds Research
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