Pound, Commodities, US Inflation: 3-Minute MLIV

The video discusses recent trends in currency markets, focusing on the euro and pound, and their reactions to political and economic factors. It highlights concerns in the commodity markets, particularly due to China's economic outlook. The discussion also covers expectations for US inflation data and its potential impact on the dollar and yields.

What is the anticipated impact of the upcoming CPI data on the markets?

What is the speaker's perspective on the future of yields and their relationship with the dollar?