Katzive: Carry Trade Unwind Could Have Further to Run

The transcript discusses the potential impact of Trump's proposals on fiscal stimulus and market dynamics, particularly focusing on emerging market currencies and the FX market. It highlights the challenges and opportunities for currencies like the peso and Brazilian real, and examines the disconnects in the FX market. The discussion also covers the performance of Sterling and its implications for trade and market positions.

In what ways could the US equity market's performance impact the dollar's strength?

What are the potential implications of a US-UK trade agreement on the pound?