UBS' Schnider: U.S. Dollar Will Weaken From Here

The video discusses the weakening of the dollar due to factors like Trump's policies and limited rate hikes. It explores asset valuation using purchasing power parity and the potential impact of fiscal policy on the dollar. The discussion extends to global trade's effect on currency strength, particularly in Asia, and concludes with gold's investment potential amid negative real rates.

What is one of the main reasons for the expected weakening of the dollar throughout 2007?

• Fading Trump euphoria

• Strengthening of the euro

• Rising oil prices

• Increased US interest rates

How does the global economic outlook in 2017 compare to 2016?

• It is unpredictable

• It is better than 2016

• It is similar to 2016

• It is worse than 2016

What could potentially support the euro according to the discussion?

• A stronger US dollar

• ECB's less generous monetary policy

• Increased European exports

• Higher inflation in Europe

What is a potential consequence of Trump's policies being more reflationary than growth supportive?

• Damage to the currency

• Increased US exports

• Strengthening of the dollar

• Higher interest rates

Which asset is expected to benefit from negative real rates?

• US dollar

• Japanese yen

• Gold

• Euro