TD Securities Sees Potential for U.S. Dollar Bounce

The video discusses the current state of equity markets and risk assets, highlighting the positive mood despite uncertainties like US fiscal stimulus and Brexit. It examines the consensus on a weaker dollar and potential risks due to skewed market positioning. The impact of upcoming economic data, such as USISM and FOMC, on market trends is analyzed. The video also explores the positive outlook for EM currencies, particularly in Asia, and the role of Bitcoin as a hedge against a weak dollar, driven by global liquidity.

What are the potential implications of the intensification of the virus in Europe and the US on market growth?

How might increased interventions from Asian central banks affect Asian currencies?

In what ways has Bitcoin been influenced by the current economic environment?