Let's take us through the trade for Brazil. What What exactly is happening in your mind and can it be investable. I think that the coffee trade is more emblematic of of an attempt to use tariffs as a one-sizefits-all foreign policy tool.And and I think that's probably ultimately not successful. I I think the Brazilian coffee trade is is an important trade. We we import almost 31% of our coffee in the United States from Brazil.It's a big deal. Uh what's interesting is that the Brazilian realale and Brazilian ...

Merck KGaA, the German science and technology group, lowered its full-year forecast for sales growth as it faces headwinds from a weaker dollar https://t.co/e3P8Norr8F ...

A weaker dollar has brought burger-lovers more pain than gain https://t.co/zb1FOWPOEe ...

Mike Wilson is CIO and chief US equity strategist at Morgan Stanley. And Mike, actually this was something Dan Niles brought up last hour too, Visav Apple, which has been lagging. You would think like a 10ish% drop in the dollar during the quarter should help its results, but obviously AI is a bigger question mark.Yeah, I think for the multinationals, there's no doubt that a weaker dollar, I think, is part of the story for for why revision factors have continued to move even faster recovery than we'd expect ...