BNP's Katzive Says Dollar Vulnerable as Support Has 'Evaporated'

The transcript discusses the current state of the U.S. dollar, highlighting its resilience and potential vulnerability due to various market signals. It explores the impact of lower dollar carrying rates and a collapse in U.S. real rates, suggesting a possible adjustment of the dollar against core currencies. The conversation then shifts to strategies for profiting from a weaker dollar, focusing on currency pairs like dollar-yen and Euro USD, which are far from equilibrium levels. The reasons for the dollar's past strength are diminishing, indicating vulnerability in these main pairs.

How might one play a weaker dollar according to the discussion?

What is suggested about the core currency pairs in relation to the dollar's potential adjustment?