Folkerts-Landau: I'd Strongly Remain a 'Dollar Bull'

The transcript discusses the potential economic impact of Donald Trump's policies, focusing on reflation, protectionism, and their effects on the US dollar and global currencies. It examines how protectionism could lead to inflation and hinder growth, and how US policies might affect emerging markets and countries like Canada and China. The discussion also covers capital flows, interest rates, and the influence of political events in Europe on the euro.

In what ways could the dollar's value be affected by US yields?

What are the potential effects of Donald Trump's fiscal policies on the US economy?

How might protectionism influence inflation and economic growth?

What challenges do emerging market currencies face in relation to US economic policies?

How do political events in Europe impact the euro and its comparison to the dollar?