Fed Will Hold After September Until 1Q, Says UBS' Zuercher

The video discusses the economic baseline of 200 billion, expected GDP growth, and the impact of tariffs on inflation and trade. It highlights the Federal Reserve's potential response to these economic changes, including holding interest rates. The discussion also covers currency strategies involving the Japanese yen and Taiwan dollar, and explores extreme trade scenarios that could affect global growth, particularly focusing on US-China trade relations.

What does the text suggest about the Japanese yen and its valuation?

What are the potential impacts on Chinese and US GDP as discussed in the text?