Saywell: Draghi Wants to Deliver Loose Monetary Message

The video discusses the European Central Bank's (ECB) commitment to a loose monetary policy and contrasts it with the Federal Reserve's (Fed) more hawkish stance. It highlights the potential market impacts of these policies, including currency pair movements and inflation expectations. The analysis extends to Scandinavian currencies, with a focus on inflation divergences between Norway and Sweden. The video also forecasts an orderly decline in the yuan and anticipates higher US bond yields, driven by Fed actions.

What is the forecast for the dollar versus the renminbi by the end of the year?

What levels of US yields are being discussed, and what do they signify?