How the Trade War Is Moving the Dollar

The transcript discusses the impact of trade concerns and a stronger dollar on the market, predicting a potential weakening of the dollar in the future. It highlights the economic outlook for the year, noting better growth in the second half and the effects of fiscal stimulus on GDP. The discussion also covers the yield curve, suggesting a flatter curve due to QE and Fed actions, and its implications for the economy.

What does the speaker suggest about the yield curve and its implications for the economy?

In what ways does the speaker believe the market is adjusting to trade concerns?