Why Investors Could Be Bullish on Dollar

The video discusses the anticipated strength of the US dollar, influenced by US economic data and market expectations. It highlights the impact of Brexit on safe haven currencies, with the US dollar being favored over the Japanese yen and Swiss franc. The discussion includes currency forecasts, particularly for the euro and pound, and the UK's economic adjustments due to its current account deficit. The video also covers market positioning in the options and spot markets, and the potential impact on currency forecasts. Lastly, it addresses concerns about bond shortages in the Eurozone and the ECB's strategies to manage them.

Discuss the potential for the pound to adjust in response to its current valuation.

In what ways might the ECB address the bond shortage concerns mentioned?