RBC Capital Markets' Tan on FX Market Outlook

The video discusses the anticipated strengthening of the US dollar, influenced by bond market trends and Fed policies. It examines the impact of vaccination progress in Southeast Asia on regional currencies, highlighting the forward-looking nature of currency markets. The analysis extends to China's economic outlook, emphasizing its trade surplus and currency strength. Finally, the video explores the Euro's trajectory in light of ECB policies and compares them to the Fed's approach.

How does the speaker view the relationship between vaccination rates and economic recovery?

What factors are contributing to the strengthening of the Chinese yuan according to the speaker?

What are the expectations regarding the euro's performance after the ECB meeting?