Ian Shepherdson Sees Trump Confusion on U.S. Dollar

The video discusses the complexities of the US dollar's strength under President Trump's administration, highlighting the ambiguity in policy direction. It examines the impact of US-Germany economic relations on the dollar and explores potential future trends, considering factors like monetary and fiscal policies. The discussion suggests that the dollar is likely to strengthen due to policy divergences between the US and Europe, despite political noise and uncertainties.

What does the speaker suggest about the current state of US manufacturing export orders?

What is the speaker's opinion on the potential for a significant change in dollar policy?