Look for Dollar Strength Into 2022, UBS Global WM's Schnider Says

The video discusses the sharp momentum in the dollar and its implications for the euro-dollar exchange rate, predicting a sideways trajectory due to global economic acceleration. It also examines the impact of a dovish PBOC on the Dollar-China exchange rate, suggesting limited downside for the yuan. The energy market's performance is analyzed, highlighting potential for further gains due to profitability and spending cuts. Finally, the video addresses the outlook for gold, noting that real rates, not inflation, will influence its price, with a potential decline expected.

What is the outlook for energy stocks based on current market conditions?

What are the implications of rising real rates on gold prices?