How Exposed Is the U.S. Dollar to Political Risk?

The video discusses the impact of political risk on the US dollar, highlighting its current volatility due to political uncertainty. It examines the vulnerability of the Euro-Yen currency pair to this uncertainty, especially in light of upcoming French elections. The video also explores factors that could strengthen the US dollar, such as congressional actions and cyclical divergence. Finally, it considers the potential effects of a border adjustment tax on the dollar and market dynamics.

What factors are currently affecting the US dollar's stability?

How has the Trump administration influenced FX markets according to the text?

What is the significance of the euro-yen currency pair in the context of political uncertainty?

What potential risks to the euro-dollar exchange rate are mentioned in the text?

How might a border adjustment tax impact the US dollar according to the discussion?