Dollar Nears a Six-Month Low on Trump

The transcript discusses the challenges faced by Donald Trump's economic agenda and its potential impact on the Federal Reserve's decisions. It highlights the perceived policy inertia in Washington and the influence of U.S. economic data. The narrative shifts to the Eurozone's improving economy and its effect on the U.S. dollar and euro. The discussion also covers emerging market currencies, focusing on their recovery potential and the influence of trade protectionism. The transcript concludes with a caution about the power of presidential actions in trade matters.

What factors are contributing to the perceived inability of Donald Trump to get his economic agenda through?

How might the narrative of an improving eurozone economy impact the US dollar?

What signs indicate that the euro may continue to gain in the near term?

In what ways could trade protectionism affect the currencies of countries like China and Mexico?

What are the implications of policy inertia on Capitol Hill for emerging market currencies?