U.S. Election Uncertainty to Weigh on Dollar, FX Strategist Says

The transcript discusses the potential impact of US-China relations on risk assets, particularly in the context of the US presidential election. It highlights the uncertainty surrounding the election results and the possible negative effects on the dollar. The trajectory of the coronavirus and its economic implications are also examined, with a focus on the US economic recovery and its influence on exchange rates. The discussion concludes with an analysis of the US dollar's positioning and its extended levels.

What role do global central banks play in shaping exchange rates according to the text?

How does the recovery momentum in the US compare to that in Europe and the UK?