JPMorgan's Bell Says Dollar Should Go a Bit Higher

The transcript discusses the implications of Donald Trump's agreement to the one China policy, reducing geopolitical tensions. It explores market predictions, focusing on earnings growth and the potential impact of tax reforms. The discussion also covers the expected rise in the dollar value and bond yields, with insights into Federal Reserve actions.

What factors contribute to the positive outlook for the US economy mentioned in the text?

What is the expected trend for the dollar and government bond yields according to the discussion?