Dollar Would and Should Be Supported by Markets: Piron

The video discusses the impact of central banks removing stimulus on FX markets, highlighting the strength of the US dollar and the pressures on other central banks to normalize. It examines the potential policy shifts by the RBA and their effects on the Aussie dollar. The video also explores the breakdown of market correlations due to extraordinary QE measures and the implications of higher rates on FX and growth. Finally, it analyzes China's economic outlook, considering both conventional and unorthodox monetary responses, and the potential parallels to Japan's 1990s economic situation.

How does the text describe the relationship between higher rates and FX markets?

What potential risks are associated with China's monetary policy as outlined in the text?

What historical parallels are drawn between China and Japan in the 1990s?