Fidelity Intl.'s Yeung Sees Unsure U.S. Fiscal Policy

The transcript discusses Janet Yellen's anticipated speech and its potential impact on markets, particularly in relation to China and US fiscal policies. It highlights the challenges Yellen faces due to uncertainties in these areas. The focus then shifts to Fed policy, market reactions, and the importance of domestic news flow. China's economic indicators, such as PPI and CPI, are analyzed for their impact on corporate earnings. Finally, the discussion covers the US dollar's trajectory and the fragile global trade environment.

In what ways could the Fed's monetary policy affect the US dollar strength?

What are the potential implications of Trump's trade policies on global trade?