Dollar Favored Over Rupiah, India Rupee, Philippine Peso, NatWest's Lin Says

The video discusses currency preferences, highlighting a preference for the US dollar over the rupiah and Philippine peso due to strong US economic data. It examines the impact of tariffs on the US economy, predicting strength until Q1. The debate on US interest rates focuses on whether rates should rise above neutral, considering inflation and labor market tightness. The discussion extends to Treasury yields and Fed rate hikes, noting a gradual steepening of the curve. Finally, the video analyzes the Renminbi's exchange rate, suggesting a range between 690 and 695, with the PBOC allowing a weaker currency due to China's slowing economy.

Why does the speaker prefer the US dollar over the rupiah and Philippine peso?

• Because of weak economic data in the US

• Due to strong US economic data

• Due to a bullish outlook on Indonesia

• Because of a bearish outlook on the Philippines

What is expected to happen with US economic data until Q1 of next year?

• It will weaken significantly

• It will remain strong

• It will have no impact on the dollar

• It will fluctuate unpredictably

What is the debate regarding US interest rates?

• If they should remain unchanged

• If they should be reduced to zero

• Whether they should be lowered immediately

• Whether they should go above neutral

What trend has been observed in average hourly earnings over the last few months?

• A decrease of 0.3% month on month

• An increase of 0.3% month on month

• No change at all

• A decrease of 3.4% annually

What is the expected range for the CNY according to the speaker?

• Between 680 and 685

• Between 690 and 695

• Between 700 and 705

• Between 695 and 700