Citi's Wieting: We're Certainly Not Dollar Bulls From These Levels

The video discusses the current state of the US dollar, influenced by factors like Brexit and Federal Reserve policies. It highlights the shift in asset allocation from global fixed income to shares, considering market risks and valuation gaps. The analysis extends to bond markets, emphasizing the potential risks and opportunities in European bonds and utility stocks, while advocating for cyclical exposure and dividend growth in healthcare and staples.

What is one of the major factors that could lead to a decline in the US dollar?

• European economic growth

• Brexit resolution

• Federal Reserve easing

• Increased US interest rates

What strategy did the speaker mention regarding global fixed income?

• Maintaining an overweight position

• Moving from underweight to overweight

• Shifting from overweight to underweight

• Avoiding any changes

What is the speaker's view on European bond markets?

• They offer high returns

• They are undervalued

• They are extremely expensive

• They are stable investments

Which sector does the speaker see potential for reasonable dividend growth?

• Healthcare

• Real Estate

• Utilities

• Technology

What type of companies does the speaker prefer for investment?

• Startups with high growth potential

• Companies with high debt

• Companies with present income

• Companies with future income promises