U.S. Dollar, Bond Yields Swept Up in Fiscal Policy Talk

The transcript discusses the implications of currency manipulation, market uncertainty, and volatility following Trump's election. It explores the impact of Trump's policies on the dollar and markets, highlighting the shift from risk-off to risk-on sentiment. The conversation also covers potential trade policies and their effects on various currencies, emphasizing the importance of understanding global trade exposure and economic impacts.

How does fiscal stimulus relate to market performance and stock profits?

What currencies are likely to be affected by changes in U.S. trade policies?

What are the characteristics of currencies that are vulnerable to trade policy changes?