Nobody Wants to Stand in Front of Dollar Strength: Tan

The video discusses the current market trends, focusing on the strength of the US dollar due to the Federal Reserve's hawkish policies. It examines the depreciation of the yen and the economic situation in China, emphasizing the importance of whether this is an active devaluation or a natural adjustment. The fair value of the yuan is analyzed, considering China's transition to a trade-weighted regime. Finally, trade strategies involving the yuan and Sing dollar are explored, highlighting the potential for capturing trade-weighted currency movements.

What is the expected impact of dollar strength on global markets in the coming months?

What indicators should be monitored to assess the yen's depreciation?

Explain the significance of the PBC's actions regarding the Chinese yen.