Rabobank’s Foley Says Yen to Outperform Dollar on Geopolitical Risk

The video discusses the relationship between the dollar and safe haven currencies, focusing on the dollar-yen pair and its behavior under geopolitical risks. It highlights the correlation between the dollar index and emerging markets, explaining the global demand for dollars due to its role as a primary global payment currency. The video concludes with an analysis of how geopolitical risks might affect the dollar and yen, suggesting that while the dollar remains firm, the yen may outperform as a safe haven.

What factors contribute to the dollar being the number one global payments currency?

In what way does the teacher believe the yen will perform compared to the dollar?