Capricorn CIO Says 2019 Has Potential to Be `Incredibly Negative' for Dollar

The video discusses the complexities of US interest rates, fiscal stimulus, and the Fed's policy decisions. It highlights the potential for a yield inversion and the strength of the US economy amidst global growth. The discussion also covers the impact of fiscal stimulus, tax cuts, and the role of the FOMC in managing economic tensions and policy pressures. The video concludes with insights into the potential challenges for the US dollar and the economy in the coming year.

In what ways does the speaker suggest the US economy resembles an emerging market?

What are the implications of the tension between fiscal stimulus and interest rate hikes?