U.S. Dollar Going to Be Weaker This Year: Banque Lombard Odier

The video discusses recent market trends, highlighting a rout in equities and commodities, with limited movement in FX. The dollar has rebounded after a significant sell-off, impacting currencies like the Australian dollar and Norwegian kroner. The coronavirus has affected commodities and oil prices, creating market uncertainty. Predictions suggest that as infection rates peak, markets may price in better prospects, potentially leading to a rally in risk assets. The base case remains that the dollar will weaken this year.

What has been observed in the equities market recently?

How has the dollar performed in the recent market conditions?

What impact is the coronavirus having on commodities and oil prices?

What factors should be considered when comparing current infection rates to past events?

What is the base case prediction for the dollar's performance this year?