Goldman's Pandl Says 'Short' Dollar

The video discusses various economic factors affecting global markets, focusing on China's challenges and potential improvements. It explores China's proposal to eliminate its trade surplus with the US and its implications for currency markets. The video also covers strategies for shorting the dollar against the pound and euro, considering factors like Brexit and the Fed's actions. Finally, it examines the Australian dollar's performance in relation to emerging markets and the US economy.

What are the main challenges China faces in its domestic cyclical outlook?

How might China's proposal to wipe out its trade surplus with the US by 2024 affect the currency markets?

What factors contribute to the recommendation of shorting the dollar against the pound and the euro?

In what ways does the Australian dollar correlate with emerging market performance?

What are the implications of slower US growth and better emerging market growth for the Australian dollar?