Folkerts-Landau: I'd Strongly Remain a 'Dollar Bull'

The transcript discusses the potential economic impact of Donald Trump's policies, focusing on reflation, protectionism, and their effects on the US dollar and global currencies. It examines how protectionism could lead to inflation and hinder growth, and how US policies might affect emerging markets and countries like Canada and China. The discussion also covers capital flows, interest rates, and the influence of political events in Europe on the euro.

What is a major concern regarding Trump's economic policies?

• They are universally supported by all countries.

• They might lead to deflation.

• They will definitely increase the dollar's value.

• They could be watered down by Congress.

How might US yields affect emerging markets?

• They will have no impact.

• They might cause capital to flow out of emerging markets.

• They could lead to increased capital inflows into emerging markets.

• They will stabilize emerging market currencies.

What external factor is affecting New Zealand's economy?

• A trade agreement with the US.

• A new government policy.

• Increased tourism.

• An earthquake.

What is a potential consequence of upcoming European elections?

• Increased stability in the region.

• A wave of populism affecting the euro.

• Strengthening of the euro.

• No significant impact on the euro.

What is the expected trend for capital flows between Europe and the US?

• Significant capital inflows into the US from Europe.

• Capital will flow from Europe to Asia.

• Capital will remain stable with no significant changes.

• Capital will flow from the US to Europe.