U.S. Economy Doesn’t Need a Rate Cut Yet, Says Natixis’s Dwek

The video discusses the implications of tariffs on the EU and Japan, highlighting market optimism about President Trump's trade policies. It examines the impact of a strong US dollar on profits and stocks, considering the Fed's dovish tone. The discussion also covers the potential for a rate cut by the Fed, depending on economic data and the duration of the US-China trade standoff.

In what ways could the strength of the US dollar impact corporate profits?

What are the potential outcomes if the Fed maintains an accommodative bias?