StanChart ‘Still Dollar Sellers’ Amid Relentless Trade: Englander

The video discusses the ongoing trend of selling the dollar, driven by US policy settings and low interest rates, which contribute to a weaker currency. It contrasts the US economic recovery with Europe's, noting the US's potential for faster growth due to less strict lockdowns. The discussion also highlights the role of emerging markets, where yield differentials remain significant, and their potential impact on the dollar's value.

In what way does the speaker believe the US will grow compared to Europe?

What is the speaker's view on the role of emerging markets in relation to dollar weakness?