Barclays' Barth Sees Dollar Tension in G-10 Currencies

The video discusses the lack of significant currency movements in the G10 markets due to a balance between dollar overvaluation and high US carry. It highlights the volatility seen in emerging markets, focusing on the Mexican peso's trends and its connection to US economic growth. The analysis includes concerns about Amazon's impact on Mexico's economy and capital spending.

What does the term 'carry' refer to in the context of the US dollar's performance?

What are the implications of the political transformation in Mexico on its currency?