Aberdeen's Fowler Doesn't See a Strong Dollar in 2018

The transcript discusses the US economic recovery, credit claims by Trump and Congress, and the impact of global growth on the dollar. It explores factors contributing to dollar weakness, inflation concerns, and potential interest rate hikes by the Fed. The discussion also covers market expectations, stock market trends, and financial stability, highlighting the interplay between global economic factors and US fiscal policies.

What are some factors that contributed to the synchronized global economic recovery?

• China's economic activities and a weak dollar

• Only US tax policies

• High oil prices

• Exclusive growth in Europe

What could potentially reverse the US dollar's weakness?

• A decrease in global trade

• Growth surprises in the US

• Higher oil prices

• Increased fiscal stimulus in Europe

How many interest rate increases is the Fed planning for the year according to the dot plot?

• Five

• Two

• One

• Three

What is a potential consequence of the US crossing the threshold of neutral rates?

• Entering an early economic cycle

• Remaining in an accommodative stance

• Entering a late economic cycle

• Reducing interest rates

What is the potential impact of rising oil prices on the stock market?

• Reduction in global trade

• Increase in headline inflation

• Decrease in financial sector opportunities

• Stability in equity valuations

What role does the VIX play in market stability?

• It predicts long-term economic growth

• It indicates market panic and potential bottoms

• It forecasts interest rate changes

• It measures global trade volumes

How does a weak dollar affect global trade?

• It accelerates offshore growth

• It hinders offshore growth

• It stabilizes global trade

• It reduces global financing