Euro 'Fairly Close to $1.30' at End of 2019, Says Investec's Shaw

The video provides a top-down analysis of global currencies, focusing on the impact of global economic concerns, particularly the potential US-China tariff war. It discusses the likelihood of a resolution to trade tensions and the expected outcomes for global GDP growth. The video also covers the European Central Bank's monetary policy, predicting a cessation of its QE program and a subsequent interest rate rise, which could support the euro. Additionally, it explores how trade war threats might ironically support the US dollar as investors seek safe havens like US Treasurys.

What are the main concerns of the markets regarding global growth?

What is the baseline case regarding the tariff situation between the US and China?

What is the expected growth rate for the global economy this year according to the text?

How is the ECB expected to change its monetary policy by the end of the year?

What impact might trade war threats have on the dollar according to the text?