It's Time to Revisit Weak Dollar Assumptions, DWS Says

The transcript discusses the impact of President Biden's $2 trillion proposal on market yields and the dollar, linking it to the tapering discussion and the Biden administration's influence. It highlights market reactions and anticipates Jerome Powell's response to these developments. The transcript also outlines upcoming economic events, including Biden's aid plan presentation and the swearing-in of the U.S. Treasury Secretary, which could influence future economic policies.

What impact does the Biden administration's $2 trillion suggestion have on the dollar and investor behavior?

How is the tapering discussion connected to the Biden administration and the recent Georgia Senate elections?

What are the potential implications of the proposed stimulus and aid package on the U.S. dollar?

What do you expect from Jerome Powell's response regarding the tapering discussion?

How does the recent inflation data influence the Fed's approach to economic policy?