We Are Neutral on U.S. Dollar Versus G-10, Says Deutsche Bank's Goel

The video discusses the factors supporting the US dollar, particularly against G10 currencies, and the impact of US financial conditions. It explores the dollar's position relative to emerging markets, influenced by US-China trade tensions and the Fed's balance sheet. The video also examines China's proactive fiscal and monetary policies and their sufficiency. Finally, it considers future currency projections and potential market scenarios.

In what ways is China adjusting its fiscal policy in response to economic pressures?

What predictions are made regarding the future strength of the dollar?