ING's Turner Says March Hike Would Be Good for Dollar.

The transcript discusses the potential impact of Fed rate hikes on the dollar, noting that despite expectations of rate increases, the dollar has not strengthened as anticipated. This is attributed to strong demand for high-yield currencies and synchronized global growth. The discussion also covers the role of core PCE and inflation in influencing dollar strength, with a focus on upcoming economic data and Fed statements. Market expectations regarding Trump's tax plan and its potential to stimulate growth are also examined. Finally, the transcript addresses the ECB's actions and the euro's undervaluation, highlighting interest rate differentials between the US and Europe.

How does the current demand for high yield commodity currencies affect the dollar?

What factors are contributing to the dollar's underperformance in the current economic environment?

How might the upcoming core PCE data influence market expectations regarding interest rate hikes?

What is the market's current expectation for the number of rate hikes by the end of the year?

What are the implications of the Fed's approach to rate hikes for the dollar's future performance?

In what ways could the Trump tax plan impact economic growth and the dollar's strength?

What role do interest rate differentials play in the valuation of the dollar against the euro?