The Pain Trade Is Still Dollar Higher, Says Wells Fargo

The video discusses the recent strength of the dollar and shifts in market consensus, highlighting the impact of global growth concerns and the Delta variant. It examines the implications for emerging markets and central bank policies, and explores how supply chain disruptions affect the foreign exchange market. The discussion includes technical analysis of currency trends and potential future scenarios.

What is the expected impact of the Delta variant on emerging markets?

How do central banks in emerging markets respond to the current dollar trends?

What is the significance of the 9450 level on the DXY index?