Goldman Sachs's Zach Pandl on U.S. Dollar, Pound, Yuan

The video discusses global economic trends, focusing on the US's strong growth compared to Europe and China. It examines the impact of Brexit on the UK economy and Sterling, highlighting investor uncertainty. The potential for yuan appreciation due to tariff rollbacks in US-China trade talks is analyzed. Emerging market currencies, particularly Indonesia and Taiwan, are explored for investment opportunities. The Thai baht's appreciation against the US dollar is also discussed, considering the challenges faced by the Bank of Thailand.

What is the case for being long the yuan according to the text?

How does the current global growth backdrop affect Indonesia's currency?

What challenges does the Bank of Thailand face regarding the strength of the baht?