How Much Hawkishness Would Move the Dollar?

The video discusses the potential for central banks to start tapering sooner than expected, which could significantly impact the equity market and strengthen the dollar. However, there is ambiguity around the timing, which may constrain market movements. The video also highlights the actions of major central banks, particularly the ECB, and their potential to accelerate bond purchases, which could further influence the dollar's strength.

What impact might tapering have on the equity market and the dollar?

What are the potential consequences of ambiguity in market expectations?

What does the term 'hawkish' refer to in the context of central banks?

How might the actions of major central banks influence the dollar?

What could be the implications of the ECB accelerating their bond purchases?