Stronger Dollar Expected in 2022, UBS Global WM Says

The video discusses the outlook for the US dollar, predicting stability towards the end of the year and a stronger dollar in 2022 due to global growth peaking and the Fed's monetary tightening. It examines the impact of dollar gains on emerging markets, particularly in Asia, and explores currency strategies involving the US, Japan, and New Zealand. The video also covers the commodities market, highlighting potential growth in oil and copper, while advising caution in precious metals like gold and silver. Finally, it analyzes US treasury yields and market dynamics, noting the complexities in current economic conditions.

What is one of the main reasons for the anticipated stronger dollar in 2022?

• Federal Reserve's monetary tightening

• Increase in global growth

• Decrease in global growth

• Federal Reserve's monetary easing

How is the economic situation in Thailand expected to affect its GDP growth estimate for 2021?

• It will double

• It will decrease

• It will remain stable

• It will increase significantly

Which currency is expected to be most sensitive to changes in US real rates?

• New Zealand dollar

• Australian dollar

• Japanese yen

• Canadian dollar

What is the expected impact of the Reserve Bank of New Zealand's potential interest rate hikes?

• No impact on New Zealand dollar value

• Decrease in New Zealand dollar value

• Increase in New Zealand dollar value

• Stability in New Zealand dollar value

What is the expected trend for oil prices in the coming year?

• Decrease to $50 per barrel

• Increase to $100 per barrel

• Stability at $60 per barrel

• Increase to $75 per barrel

What is the suggested strategy for investors holding gold in a world that looks better?

• Increase gold holdings

• Ignore market conditions

• Sell all gold holdings

• Hedge strategic positions

Why might traditional market correlations, such as those involving gold, be breaking down?

• Increased demand for gold

• Stable market conditions

• Stronger dollar and less need for insurance assets

• Weaker dollar and more need for insurance assets