NAB's Attrill Sees U.S. Dollar Struggling

The video discusses the current state of the US dollar, focusing on market positioning, speculation, and the impact of US equity performance. It highlights the challenges the dollar faces due to interest rate shorts and potential treasury yield movements. The discussion also covers the dynamics between the dollar and yen, influenced by the Bank of Japan's bond strategies. The video concludes with a short-term outlook on the dollar, emphasizing the uncertainty surrounding fiscal policies and market reactions.

What factors are influencing the current positioning of traders regarding the dollar?

How does the market's perception of Mr. Trump's fiscal ambitions affect the dollar's performance?

What is the significance of the near record short positions in the interest rate markets?

In what ways might month-end portfolio rebalancing impact the US dollar?

What are the potential risks for the dollar-yen exchange rate in the near term?