Is the Strong Dollar Policy Still in Play Under Trump?

The video discusses the dynamics between the US dollar, its major market peers, and the US 10-year yield. It explains how currency hedging by overseas investors affects stock and bond markets. The video also covers the strong dollar policy, market trends, and currency positions, highlighting the influence of Trump administration policies. It concludes with an analysis of market leadership, economic fundamentals, and future expectations, emphasizing the impact of monetary, fiscal, and regulatory changes.

How does the correlation between the dollar and the US 10-year yield affect market dynamics?

What factors are contributing to the inflow of money into the US dollar?

What are the implications of a strong dollar policy on the global market?

In what ways do overseas investors impact the US stock market and dollar value?

What role does the expectation of Trump's policies play in the current market situation?