CBA's Haddad Expects U.S. Dollar to Struggle Higher

The video discusses the interplay between US-China trade relations, currency issues, and geopolitical risks affecting the FX markets. It highlights the US Treasury's stance on China's currency manipulation and the implications for the Chinese yuan. The discussion shifts to risk appetite and its impact on safe haven trades like the yen and gold. The video also examines the US dollar's struggle to rise without aggressive fiscal stimulus from the Trump administration and the Bank of Japan's monetary policy stance. Finally, it explores euro trends, influenced by the ECB's policies and the US dollar's trajectory.

What are the potential geopolitical risks associated with the deal Trump is trying to strike with China and North Korea?

How does the US Treasury's decision regarding China's currency manipulation affect the Chinese currency?

What factors are influencing the current trading levels of the dollar against the yen?

What are the implications of the euro area's current account surplus on the euro's future performance?

In what ways might the Trump administration's fiscal stimulus agenda impact the US dollar's performance?