Which Currencies Bear Brunt of Dollar’s Ascendency?

The video discusses the impact of the dollar's strength on various currencies, focusing on the yen and euro. It explores the influence of Donald Trump's policies on Asian currencies and the potential effects on emerging markets. The discussion includes the role of real yields and commodity prices, highlighting the ruble as a potential outperformer.

What is one reason the yen remains attractive for short positions?

• High interest rates in Japan

• Weak US dollar

• Support from the Bank of Japan

• Strong economic growth in Japan

What technical level did the euro break, raising concerns about parity?

• 1.2050

• 1.0458

• 1.1550

• 1.3058

How might Donald Trump's policies affect Asian currencies?

• By creating uncertainty in policy direction

• By stabilizing the US dollar

• By increasing trade with Asia

• By lowering US interest rates

What factor could lead to a broad-based appreciation of the US dollar?

• A sharp rise in US real yields

• Stable commodity prices

• Increased US trade deficits

• A decrease in US real yields

Which type of countries are expected to outperform if real rates remain stable?

• Technology exporters

• Tourism-dependent countries

• Commodity exporters

• Service-based economies