Barclays’s Pepper Sees USD-THB at 32.25 by 4Q

The video discusses the anticipated strengthening of the dollar by year-end, driven by the Fed's expected tighter policy. It highlights the impact on emerging markets and other central banks, particularly in Asia, which may adopt a more dovish stance. The analysis covers the dollar's performance, influenced by rate differentials and dovish trends in major central banks like the ECB. The outlook suggests continued economic weakness in other regions, while the US may see policy shifts towards neutrality, supporting further dollar gains.

What is the expected trend for the dollar against the Thai baht by the end of the year?

• Unpredictable

• Staying the same

• Weakening

• Strengthening

What is the anticipated action of the Federal Reserve by mid-year?

• Lowering interest rates

• Introducing new stimulus measures

• Communicating tighter policy

• Maintaining current policy

How might regional central banks in Asia respond to the Federal Reserve's policies?

• By tightening their own policies

• By adopting a wait-and-see approach

• By immediately lowering interest rates

• By ignoring the Fed's actions

What has been a key factor in the dollar's performance this year?

• Political stability

• Rate differentials

• Trade agreements

• Inflation rates

What is the expected shift in the US Fed's policy in the second half of the year?

• Towards deregulation

• Towards higher inflation targets

• Towards neutral policy

• Towards more stimulus