CBA's Mundy on Currency Markets and Global Economy

The video discusses the influence of USD movements on the Aussie dollar, highlighting the impact of FOMC's tapering decisions. It explores inflation risks, particularly in the context of the Fed Beige Book and the Delta variant's economic effects. The analysis extends to China's economic indicators, focusing on the yuan's performance and future outlook. The video also examines the regulatory impact on the yuan and its implications for investments and commodity prices.

What factors are influencing the movements of the Aussie dollar according to the text?

How has the FOMC's decision regarding tapering affected the balance of risks for the Australian dollar?

What concerns are raised about inflation in the context of the Fed Beige Book?

What economic indicators from China are being monitored to assess the yuan's trajectory?

What implications does the regulatory crackdown in China have for the internationalization of the yuan?