Dollar Downturn Due to Fiscal, Inflation Prospects, Says Timmer

The video discusses the current downtrend of the dollar, attributing it more to US fiscal policy and inflation prospects than to yen strength. The speaker reflects on the dollar's performance post-election, noting a less compelling outlook now compared to a year ago. The impact of tax cuts and repatriation on the dollar is debated, with uncertainty about currency exchange dynamics. The video concludes with an analysis of global growth and its facilitation by a weaker dollar.

What is the primary reason the speaker attributes to the dollar's downtrend?

• European economic growth

• US fiscal policy and inflation prospects

• Yen strength

• Chinese market influence

How does the speaker feel about being underweight on dollar assets?

• Indifferent

• Uncomfortable

• Anxious

• Comfortable

What was the general consensus about the dollar's strength right after the election?

• It would remain stable

• It would decrease

• It would increase

• It would fluctuate unpredictably

What is unclear about the repatriated cash's impact on the currency exchange rate?

• Whether it will be invested in stocks

• Whether it is in other currencies or dollars

• Whether it will lead to higher interest rates

• Whether it will affect the housing market

What does the speaker suggest is facilitated by a weaker dollar?

• Decreased global trade

• Increased unemployment

• Higher inflation rates

• Synchronized global growth