Dollar Has Further Downside to Go, StanChart's Zhang Says

The video discusses the overvaluation of the US dollar and its potential decline, especially against Asian currencies, due to easing global financial conditions and de-escalating US-China trade tensions. It highlights the impact of trade talks on the yuan and the potential for a rollback of tariffs. The discussion also covers China's FX policy transparency and the outlook for the Japanese yen, emphasizing the supportive real yield differentials between the US and Japan.

What factors are contributing to the expectation of a lower US dollar?

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How does the US-China trade war impact the valuation of the US dollar?

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What is the significance of the negative correlation between the offshore Chinese yuan and 10-year treasury yields?

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What are the expectations regarding the offshore yuan's value in relation to the US dollar?

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What role does transparency in FX policy play in the context of US-China trade relations?

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