Stay Long USD in Near Term: UBS's Wealth Mgmt's Tan

The video discusses current market trends, focusing on the US dollar's strength and its impact on commodity exporters and emerging markets. It highlights the challenges faced by Asia due to rising energy prices and suggests strategies for debt markets. The video also covers the implications of upcoming ECB decisions and US consumer price reports, offering currency strategies and top calls for 2022.

What is the current trend of the US dollar in the FX market?

• The US dollar is strengthening.

• The US dollar is weakening.

• The US dollar is fluctuating.

• The US dollar is stable.

Which countries are benefiting from the strong US dollar due to their commodity exports?

• India and China

• Australia and Canada

• Japan and South Korea

• Brazil and Argentina

Why are Asian economies particularly vulnerable to rising commodity prices?

• They are net energy importers.

• They have high inflation rates.

• They are major energy exporters.

• They have strong local currencies.

What is the recommended strategy for investors in the Asian debt market?

• Invest in European bonds.

• Invest in US dollar-denominated debt.

• Invest in local currency debt.

• Avoid the debt market entirely.

What is the expected stance of the ECB in the upcoming meeting?

• Aggressively hawkish

• Predictably cautious

• Indifferent

• Extremely dovish

How might the US consumer price report affect the market?

• It will cause a market crash.

• It will strengthen the euro.

• It could lead to a hawkish stance by the Fed.

• It will have no impact.

Which currency is recommended to short due to its sensitivity to commodity prices?

• Norwegian kroner

• Canadian dollar

• Indian rupee

• Australian dollar