The video discusses the outlook for monetary policy, including expected rate hikes in 2017 and 2018, and their impact on the dollar. It highlights the market's focus on the overall path of interest rates rather than specific rate changes. The video also examines the policies of global central banks like the ECB, Bank of Japan, and Bank of England, and their influence on the dollar. Additionally, it analyzes the dynamics between the euro and sterling, considering political uncertainties and historical monetary policy divergences.

Discuss the significance of the ECB's and Bank of England's monetary policies in the context of the dollar's strength.

What are the expectations regarding Euro sterling and the reasons behind them?