Bank of Singapore: Trump Trade Turning Into Trump Fade

The video discusses the current state of the dollar, highlighting its struggle due to global reflation and potential policy mishaps. It explores the impact of fiscal policy and protectionism on the dollar, and examines the euro's strength amid election risks in Europe. The yen is discussed as a safe haven currency, with concerns about policy accidents potentially driving its strength.

What is the significance of the bond spreads mentioned in relation to the euro area?

What alternative hedges does the speaker suggest against a possible rise in recent versions?