Macquarie's Wizman Sees Yuan at 6.90 Per Dollar in Short Term

The video discusses the recent strength of the US dollar, attributing it to risk aversion and strong US growth compared to global growth. It examines the Federal Reserve's dovish stance and its potential shift to a more hawkish approach due to rising US wages and inflation. The video also analyzes bond yields, highlighting the divergence between US and global growth. Inflation expectations are explored, noting a decrease due to falling oil prices but predicting a rise later in the year. Finally, the video covers the yuan's valuation and potential Chinese economic measures to stimulate growth.

What factors are contributing to the strength of the dollar according to the text?

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What is the expected impact of US wages on inflation according to the discussion?

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How does the speaker view the Fed's potential actions in the coming months?

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What does the speaker suggest about the relationship between US growth and global growth?

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What are the anticipated effects of Chinese economic policies on the yuan?

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