Rabobank's Foley Sees Market Trends Moving Toward Yen

The video discusses recent market trends, highlighting a shift towards risk-off sentiment and safe havens like the yen and Swiss franc, rather than the US dollar. It examines the US dollar's role as a safe haven amidst economic indicators like deficits. The discussion also covers the US growth story and its impact on stock market predictions, suggesting that strong US stock performance could continue if economic reports remain positive.

What sentiment is currently observed in the equity markets?

• Risk-on sentiment

• Bullish sentiment

• Risk-off sentiment

• Neutral sentiment

Which currencies are currently considered safe havens over the dollar?

• Chinese yuan and Indian rupee

• Euro and Pound

• Yen and Swiss franc

• Canadian dollar and Australian dollar

What factor is crucial in determining whether the dollar remains a safe haven?

• US interest rates

• US trade policies

• US equity performance

• US inflation rates

What has been the primary reason for the dollar being a haven of choice this year?

• US trade surplus

• High US interest rates

• Weakness in European markets

• Strong US growth story

What will make it difficult to continue selling US stocks?

• Increasing interest rates

• Good stock sector reports

• Weakening US dollar

• Rising inflation