BofA Securities: 'Long' Rupiah, 'Short' Baht, Philippine Peso

The video discusses key issues in the FX market, focusing on the impact of recovery, monetary policy, and COVID-19, particularly in Asia. It analyzes market expectations, currency movements, and the role of the export cycle. The discussion extends to US Treasury yields, bond market trends, and FX strategies, highlighting opportunities in countries with domestic demand and less global exposure. The impact of monetary policy on currency values, especially in China, is examined, along with an analysis of the Euro against the Kiwi Dollar, considering policy divergences.

What factors are influencing the export cycle in Asia?

How does the PBOC's liquidity management affect the appreciation of the Rimbey?

What is the outlook for the Euro against the Kiwi dollar based on the text?