Morning Meeting: Payrolls' Impact on FX

The video discusses the trends and risks associated with the US dollar, yen, and other major currencies. It covers the impact of recent events like Jackson Hole and Fisher comments on the dollar, the upcoming BOJ policy review, and the Fed's perspective on exchange rates and inflation. The discussion also delves into factors affecting productivity growth, including the financial crisis, technological progress, and investment trends. Finally, it addresses the volatility in FX markets, particularly for the euro and yen, and anticipates changes in the coming months.

What is the significance of the upcoming US election and its uncertainty on investment as mentioned in the text?

In what ways does the speaker suggest that technological progress is affecting productivity?