StanChart's Mishra: 10Y UST At 3.3% By End 2023

The video discusses the medium-term bearish outlook for the dollar, highlighting factors like rich valuations and policy normalization by other central banks. It analyzes currency dynamics in Asia, focusing on the impact of China's reopening and commodity prices on currencies like the Korean won, Thai baht, and Indonesian rupiah. The video also covers the yen's strength and expectations for dollar-yen, emphasizing policy normalization and yield curve adjustments by the Bank of Japan. Lastly, it examines the Aussie dollar's trends, influenced by RBA rate hikes and market pricing.

What are the main factors contributing to the medium-term bearish outlook on the dollar?

• Rising interest rates in the US

• Increased demand for US exports

• Rich valuations and policy normalization by other central banks

• High inflation rates in the US

Which currencies are favored in the selective bearish dollar recommendations?

• Pound and Swiss franc

• Euro and yen

• Indian rupee and Brazilian real

• Canadian dollar and Australian dollar

How has China's reopening impacted Asian currencies?

• It has only affected the Japanese yen

• It has had no impact on Asian currencies

• It has strengthened the Korean won and Thai baht

• It has weakened the Korean won and Thai baht

What is the expected impact of the Bank of Japan's policy normalization on the yen?

• It will weaken the yen

• It will cause the yen to fluctuate unpredictably

• It will have no impact on the yen

• It will strengthen the yen

What is the outlook for the Australian dollar in light of potential RBA interest rate hikes?

• The Australian dollar is expected to weaken

• The Australian dollar is expected to remain stable

• The Australian dollar is expected to fluctuate unpredictably

• The Australian dollar is expected to strengthen