U.S. Dollar Will Continue to Weaken, Says UBP’s Kinsella

The video discusses the recent rally in equity indices and the potential for a market pullback due to profit-taking. It highlights the ongoing strength in risk assets since March, supported by global monetary and fiscal stimulus. The speaker suggests that the dollar may weaken further as part of a typical pattern during economic recoveries, with central banks potentially moving towards yield curve control. This environment is seen as supportive for global and risky assets but negative for the dollar.

What does the speaker suggest about the future trajectory of risky assets?

What implications does the speaker believe unlimited QE will have on global assets?