Dollar-Won Has a Lot of Room to Go Up Again: SEB's Victorino

The video discusses the Bank of Japan's (BOJ) potential for further easing and market expectations. It explores the impact of BOJ decisions on the yen, a defensive currency, and other similar currencies. The Korean won's response to trade war dynamics is analyzed, highlighting its higher beta to trade tensions. The video also examines the probabilities and implications of a phase one trade deal, focusing on its effects on the Dollar Yuan and potential economic scenarios.

Discuss the implications of weak domestic demand in Korea on its currency.

What is the expected impact of the phase one trade deal on the Dollar Yuan exchange rate?