Stronger Dollar in a Post-Trump World

The transcript discusses market reactions and positioning in a post-Trump world, focusing on the strong dollar and its impact on cross-border flows. It highlights market tensions related to the G20 accord and central bank meetings, including the Fed, BoJ, and Swiss National Bank. The discussion also covers the Federal Reserve's actions, interest rate changes, and potential economic policy impacts, such as tax cuts and deregulation, on market stability and real returns.

What has been the primary focus in currency markets in the post-Trump era?

• A stronger euro

• A weaker dollar

• A stronger dollar

• A stronger yen

What event is mentioned as having influenced the market tension between the yen and the Chinese currency?

• The Brexit vote

• The US-China trade war

• The dissolution of the G20 accord

• The European debt crisis

Which central bank is mentioned as being content with the current economic situation?

• The Federal Reserve

• The European Central Bank

• The Bank of England

• The Bank of Japan

What fiscal changes are anticipated to put pressure on the Federal Reserve?

• Higher corporate tax rates

• Increased social welfare programs

• Increased infrastructure spending

• Lower taxes and deregulation

What is the Federal Reserve expected to clarify in response to fiscal changes?

• Its bond purchasing program

• Its foreign exchange policy

• Its interest rate forecast

• Its stance on quantitative easing