Dollar Has Room to Rally Moderately: BNP's Lynton-Brown

The video discusses the recent strength of the US dollar, attributing it to positive US economic data and negative data from the Eurozone and China. It also covers the alleviation of banking stress in the US, which led to market repricing and an unwinding of dollar short positions. The speaker predicts a moderate and selective dollar rally, particularly against the Chinese yuan, and suggests the British pound is overvalued.

What factors contributed to the dollar strength last month?

How did US activity data influence the market's perception of the dollar?

What was the impact of banking stress alleviation on the dollar's position?

What is the teacher's view on the future of the dollar against the CNH?

Why does the teacher believe the pound is too strong currently?