Dollar Will Continue to Rise, Says Marinov

The video discusses the US deficit as a percentage of GDP, analyzing how different presidents have impacted it. It explores market expectations, dollar strength, and the trade-weighted index. The discussion extends to US-China trade negotiations, potential tariffs, and foreign investment in US infrastructure. Inflation expectations and the impact of fiscal stimulus are also examined, highlighting economic constraints and the business cycle.

What potential impact does the text suggest regarding the US dollar and inflation?

What is the overall sentiment towards the effectiveness of fiscal stimulus as discussed in the text?