Which Currencies Bear Brunt of Dollar’s Ascendency?

The video discusses the impact of the dollar's strength on various currencies, focusing on the yen and euro. It explores the influence of Donald Trump's policies on Asian currencies and the potential effects on emerging markets. The discussion includes the role of real yields and commodity prices, highlighting the ruble as a potential outperformer.

Discuss the relationship between commodity prices and the election of Donald Trump.

What is the expected performance of commodity-exporting countries in the current economic climate?